Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 5,564 shares of IYE stock, worth $250,713. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,564

Previous 5,740 3.07%

Holding current value

$250,713

Previous $275,000 6.55%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$44.44 - $49.18 $7,821 - $8,655	-176 Reduced 3.07%	5,564 $257,000
Q2 2024 Jul 31, 2024	SELL	$46.21 - $51.17 $76,292 - $84,481	-1,651 Reduced 22.34%	5,740 $275,000
Q1 2024 Apr 24, 2024	SELL	$41.9 - $49.4 $9,678 - $11,411	-231 Reduced 3.03%	7,391 $365,000
Q4 2023 Feb 06, 2024	SELL	$42.54 - $48.28 $5,104 - $5,793	-120 Reduced 1.55%	7,622 $336,000
Q3 2023 Nov 08, 2023	SELL	$41.76 - $48.97 $207,129 - $242,891	-4,960 Reduced 39.05%	7,742 $367,000
Q2 2023 Aug 09, 2023	SELL	$40.39 - $45.87 $56,384 - $64,034	-1,396 Reduced 9.9%	12,702 $544,000
Q1 2023 May 09, 2023	SELL	$40.63 - $49.07 $1.49 Million - $1.8 Million	-36,711 Reduced 72.25%	14,098 $616,000
Q4 2022 Feb 03, 2023	BUY	$41.43 - $50.5 $156,315 - $190,536	3,773 Added 8.02%	50,809 $2.36 Million
Q3 2022 Nov 07, 2022	SELL	$36.07 - $45.64 $2.43 Million - $3.07 Million	-67,356 Reduced 58.88%	47,036 $1.85 Million
Q2 2022 Jul 22, 2022	SELL	$37.64 - $48.83 $4.31 Million - $5.59 Million	-114,501 Reduced 50.02%	114,392 $4.36 Million
Q1 2022 Apr 18, 2022	SELL	$31.0 - $42.12 $240,622 - $326,935	-7,762 Reduced 3.28%	228,893 $9.55 Million
Q4 2021 Jan 14, 2022	BUY	$28.79 - $32.36 $155,984 - $175,326	5,418 Added 2.34%	236,655 $7.12 Million
Q3 2021 Oct 22, 2021	BUY	$24.81 - $29.6 $120,378 - $143,619	4,852 Added 2.14%	231,237 $6.56 Million
Q2 2021 Jul 26, 2021	BUY	$25.2 - $30.0 $5.52 Million - $6.57 Million	218,907 Added 2927.35%	226,385 $6.59 Million
Q1 2021 May 21, 2021	BUY	$20.29 - $28.47 $151,728 - $212,898	7,478 New	7,478 $196,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Transaction History