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 4,968 shares of IYR stock, worth $507,133. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,968

Previous 818 507.33%

Holding current value

$507,133

Previous $71,000 612.68%

% of portfolio

0.02%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$86.93 - $103.61 $360,759 - $429,981	4,150 Added 507.33%	4,968 $506,000
Q2 2024 Jul 31, 2024	BUY	$81.6 - $89.23 $38,352 - $41,938	470 Added 135.06%	818 $71,000
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	$76.97 - $89.17 $12,084 - $13,999	-157 Reduced 6.89%	2,121 $179,000
Q3 2022 Nov 07, 2022	SELL	$80.64 - $103.19 $42,174 - $53,968	-523 Reduced 18.67%	2,278 $185,000
Q2 2022 Jul 22, 2022	SELL	$86.95 - $112.38 $108,948 - $140,812	-1,253 Reduced 30.91%	2,801 $258,000
Q1 2022 Apr 18, 2022	SELL	$99.21 - $115.26 $318,662 - $370,215	-3,212 Reduced 44.21%	4,054 $439,000
Q4 2021 Jan 14, 2022	BUY	$103.03 - $116.14 $304,144 - $342,845	2,952 Added 68.43%	7,266 $844,000
Q3 2021 Oct 22, 2021	BUY	$102.34 - $111.27 $15,351 - $16,690	150 Added 3.6%	4,314 $442,000
Q2 2021 Jul 26, 2021	SELL	$93.58 - $104.97 $1.09 Million - $1.23 Million	-11,675 Reduced 73.71%	4,164 $425,000
Q1 2021 May 21, 2021	BUY	$82.27 - $92.74 $1.3 Million - $1.47 Million	15,839 New	15,839 $1.42 Million

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

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