Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 348 shares of IYR stock, worth $30,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares

348

Previous 369 5.69%

Holding current value

$30,352

Previous $33,000 6.06%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$85.32 - $92.22 $1,791 - $1,936	-21 Reduced 5.69%	348 $31,000
Q4 2023 Feb 06, 2024	SELL	$73.28 - $92.46 $23,962 - $30,234	-327 Reduced 46.98%	369 $33,000
Q3 2023 Nov 08, 2023	SELL	$77.12 - $89.86 $101,952 - $118,794	-1,322 Reduced 65.51%	696 $54,000
Q2 2023 Aug 09, 2023	SELL	$80.51 - $86.54 $12,962 - $13,932	-161 Reduced 7.39%	2,018 $174,000
Q1 2023 May 09, 2023	BUY	$78.73 - $95.24 $4,566 - $5,523	58 Added 2.73%	2,179 $184,000

Q4 2022 Feb 03, 2023	SELL	$82.26 - $89.17 $12,914 - $13,999	-157 Reduced 6.89%	2,121 $179,000
Q3 2022 Nov 07, 2022	SELL	N/A	-523 Reduced 18.67%	2,278 $185,000
Q2 2022 Jul 22, 2022	SELL	N/A	-1,253 Reduced 30.91%	2,801 $258,000
Q1 2022 Apr 18, 2022	SELL	N/A	-3,212 Reduced 44.21%	4,054 $439,000
Q4 2021 Jan 14, 2022	BUY	N/A	2,952 Added 68.43%	7,266 $844,000
Q3 2021 Oct 22, 2021	BUY	N/A	150 Added 3.6%	4,314 $442,000
Q2 2021 Jul 26, 2021	SELL	N/A	-11,675 Reduced 73.71%	4,164 $425,000
Q1 2021 May 21, 2021	BUY	N/A	15,839 New	15,839 $1.42 Million

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Spire Wealth Management Ishares Tr Transaction History