A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 392 shares of IYJ stock, worth $52,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares
392
Previous 600 34.67%
Holding current value
$52,947
Previous $71,000 26.76%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$118.32 - $133.67 $24,610 - $27,803
-208 Reduced 34.67%
392 $52,000
Q1 2024

Apr 24, 2024

BUY
$111.23 - $125.71 $35,593 - $40,227
320 Added 114.29%
600 $75,000
Q4 2023

Feb 06, 2024

BUY
$95.31 - $114.66 $19,824 - $23,849
208 Added 288.89%
280 $32,000
Q3 2023

Nov 08, 2023

BUY
$100.31 - $109.74 $4,614 - $5,048
46 Added 176.92%
72 $7,000
Q1 2023

May 09, 2023

BUY
$95.26 - $104.26 $2,476 - $2,710
26 New
26 $2,000
Q4 2021

Jan 14, 2022

SELL
$104.49 - $114.29 $1,776 - $1,942
-17 Reduced 40.48%
25 $3,000
Q1 2021

May 21, 2021

BUY
$93.24 - $105.87 $3,916 - $4,446
42 New
42 $4,000

Others Institutions Holding IYJ

About ISHARES TR


  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.