A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 59,233 shares of MBB stock, worth $5.44 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
59,233
Previous 56,186 5.42%
Holding current value
$5.44 Million
Previous $5.29 Million 3.58%
% of portfolio
0.18%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$91.2 - $93.98 $277,886 - $286,357
3,047 Added 5.42%
59,233 $5.47 Million
Q4 2023

Feb 06, 2024

BUY
$85.82 - $94.55 $433,047 - $477,099
5,046 Added 9.87%
56,186 $5.29 Million
Q3 2023

Nov 08, 2023

BUY
$88.51 - $93.81 $35,049 - $37,148
396 Added 0.78%
51,140 $4.54 Million
Q2 2023

Aug 09, 2023

SELL
$92.54 - $95.74 $69,405 - $71,805
-750 Reduced 1.46%
50,744 $4.73 Million
Q1 2023

May 09, 2023

BUY
$91.7 - $96.45 $2.75 Million - $2.89 Million
29,968 Added 139.22%
51,494 $4.88 Million
Q4 2022

Feb 03, 2023

BUY
$89.89 - $95.44 $1.05 Million - $1.12 Million
11,702 Added 119.12%
21,526 $2 Million
Q3 2022

Nov 07, 2022

SELL
$92.36 - $100.53 $2.96 Million - $3.22 Million
-32,028 Reduced 76.53%
9,824 $900,000
Q2 2022

Jul 22, 2022

SELL
$94.4 - $101.46 $689,686 - $741,266
-7,306 Reduced 14.86%
41,852 $4.08 Million
Q1 2022

Apr 18, 2022

BUY
$100.79 - $107.06 $948,937 - $1.01 Million
9,415 Added 23.69%
49,158 $5.01 Million
Q4 2021

Jan 14, 2022

BUY
$107.03 - $108.32 $3,960 - $4,007
37 Added 0.09%
39,743 $4.27 Million
Q3 2021

Oct 22, 2021

BUY
$107.99 - $108.77 $328,829 - $331,204
3,045 Added 8.31%
39,706 $4.29 Million
Q2 2021

Jul 26, 2021

SELL
$107.91 - $108.86 $1.94 Million - $1.96 Million
-17,961 Reduced 32.88%
36,661 $3.97 Million
Q1 2021

May 21, 2021

BUY
$108.32 - $110.29 $5.92 Million - $6.02 Million
54,622 New
54,622 $4.85 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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.