A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 7,391 shares of IYE stock, worth $356,172. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,391
Previous 7,622 3.03%
Holding current value
$356,172
Previous $336,000 8.63%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.46 - $50.5 $167,747 - $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

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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