Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$125.77 - $139.59 $251 - $279	2 Added 0.39%	513 $71,000
Q2 2024 Jul 31, 2024	BUY	$120.85 - $132.7 $120 - $132	1 Added 0.2%	511 $67,000
Q1 2024 Apr 24, 2024	BUY	$114.26 - $128.09 $228 - $256	2 Added 0.39%	510 $65,000
Q4 2023 Feb 06, 2024	BUY	$99.95 - $116.88 $399 - $467	4 Added 0.79%	508 $59,000
Q2 2023 Aug 09, 2023	BUY	$98.55 - $108.33 $98 - $108	1 Added 0.2%	504 $54,000
Q1 2023 May 09, 2023	BUY	$92.74 - $102.46 $46,648 - $51,537	503 New	503 $50,000
Q2 2022 Jul 22, 2022	BUY	$89.32 - $112.61 $178 - $225	2 Added 0.3%	659 $61,000
Q1 2022 Apr 18, 2022	SELL	$102.45 - $118.45 $13,830 - $15,990	-135 Reduced 17.05%	657 $73,000
Q4 2021 Jan 14, 2022	SELL	$107.69 - $118.54 $430 - $474	-4 Reduced 0.5%	792 $93,000
Q3 2021 Oct 22, 2021	BUY	$106.77 - $113.98 $106 - $113	1 Added 0.13%	796 $86,000
Q2 2021 Jul 26, 2021	SELL	$101.05 - $107.97 $15,662 - $16,735	-155 Reduced 16.32%	795 $86,000
Q1 2021 May 21, 2021	BUY	$93.02 - $100.44 $88,369 - $95,418	950 New	950 $95,000

Others Institutions Holding IYY

# of Institutions

286

Shares Held

3.69M

Call Options Held

1.4K

Put Options Held

0

Morgan Stanley New York, NY

447K
Shares

$72.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

328K
Shares

$53.4 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

166K
Shares

$27 Million
14.68% of portfolio
Savant Capital, LLC

157K
Shares

$25.5 Million
0.15% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

147K
Shares

$23.9 Million
0.01% of portfolio

About ISHARES TR

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