Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 912 shares of IYJ stock, worth $127,534. This represents 0.0% of its overall portfolio holdings.

Number of Shares

912

Previous 958 4.8%

Holding current value

$127,534

Previous $127,000 7.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$127.48 - $142.0 $5,864 - $6,532	-46 Reduced 4.8%	912 $118,000
Q4 2024 Jan 24, 2025	BUY	$132.97 - $143.93 $75,261 - $81,464	566 Added 144.39%	958 $127,000
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

# of Institutions

338

Shares Held

7.05M

Call Options Held

10.2K

Put Options Held

15K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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 Tr Transaction History