Spire Wealth Management Ishares Russell 3000 ETF Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Spire Wealth Management holds 1,385 shares of IWV stock, worth $463,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,385

Previous 1,265 9.49%

Holding current value

$463,808

Previous $422,000 4.03%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$313.1 - $349.83 $37,572 - $41,979	120 Added 9.49%	1,385 $439,000
Q4 2024 Jan 24, 2025	SELL	$323.08 - $349.08 $98,216 - $106,120	-304 Reduced 19.38%	1,265 $422,000
Q3 2024 Oct 15, 2024	SELL	$294.75 - $326.73 $70,150 - $77,761	-238 Reduced 13.17%	1,569 $512,000
Q2 2024 Jul 31, 2024	SELL	$283.16 - $309.9 $1,982 - $2,169	-7 Reduced 0.39%	1,807 $557,000
Q1 2024 Apr 24, 2024	BUY	$268.36 - $300.08 $268 - $300	1 Added 0.06%	1,814 $544,000
Q4 2023 Feb 06, 2024	SELL	$234.36 - $274.87 $33,044 - $38,756	-141 Reduced 7.22%	1,813 $496,000
Q2 2023 Aug 09, 2023	SELL	$231.57 - $254.48 $19,683 - $21,630	-85 Reduced 4.17%	1,954 $497,000
Q1 2023 May 09, 2023	BUY	$218.83 - $242.18 $58,208 - $64,419	266 Added 15.0%	2,039 $480,000
Q4 2022 Feb 03, 2023	SELL	$206.89 - $235.47 $67,239 - $76,527	-325 Reduced 15.49%	1,773 $391,000
Q3 2022 Nov 07, 2022	SELL	$207.04 - $249.4 $185,921 - $223,961	-898 Reduced 29.97%	2,098 $434,000
Q2 2022 Jul 22, 2022	BUY	$210.65 - $265.31 $392,019 - $493,741	1,861 Added 163.96%	2,996 $651,000
Q1 2022 Apr 18, 2022	BUY	$242.02 - $279.09 $19,361 - $22,327	80 Added 7.58%	1,135 $298,000
Q4 2021 Jan 14, 2022	SELL	$254.66 - $279.11 $34,633 - $37,958	-136 Reduced 11.42%	1,055 $293,000
Q3 2021 Oct 22, 2021	BUY	$251.89 - $269.0 $19,899 - $21,251	79 Added 7.1%	1,191 $304,000
Q2 2021 Jul 26, 2021	BUY	$240.32 - $256.01 $240 - $256	1 Added 0.09%	1,112 $285,000
Q1 2021 May 21, 2021	BUY	$220.59 - $239.53 $245,075 - $266,117	1,111 New	1,111 $259,000

Others Institutions Holding IWV

# of Institutions

902

Shares Held

26.5M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Russell 3000 ETF Transaction History