Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 24,898 shares of SHV stock, worth $2.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

24,898

Previous 31,907 21.97%

Holding current value

$2.75 Million

Previous $3.53 Million 22.1%

% of portfolio

0.1%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$110.15 - $110.49 $772,041 - $774,424	-7,009 Reduced 21.97%	24,898 $2.75 Million
Q3 2025 Oct 23, 2025	SELL	$110.06 - $110.49 $1.16 Million - $1.17 Million	-10,551 Reduced 24.85%	31,907 $3.53 Million
Q2 2025 Aug 04, 2025	BUY	$110.06 - $110.46 $240,150 - $241,023	2,182 Added 5.42%	42,458 $4.69 Million
Q1 2025 Apr 23, 2025	BUY	$110.11 - $110.51 $485,915 - $487,680	4,413 Added 12.31%	40,276 $4.45 Million
Q4 2024 Jan 24, 2025	BUY	$109.92 - $110.57 $111,239 - $111,896	1,012 Added 2.9%	35,863 $3.95 Million

Q3 2024 Oct 15, 2024	SELL	$110.05 - $110.63 $1.45 Million - $1.46 Million	-13,195 Reduced 27.46%	34,851 $3.86 Million
Q2 2024 Jul 31, 2024	BUY	$110.04 - $110.51 $1 Million - $1.01 Million	9,130 Added 23.46%	48,046 $5.31 Million
Q1 2024 Apr 24, 2024	BUY	$110.11 - $110.57 $228,808 - $229,764	2,078 Added 5.64%	38,916 $4.3 Million
Q4 2023 Feb 06, 2024	SELL	$109.86 - $110.59 $53.3 Million - $53.6 Million	-484,949 Reduced 92.94%	36,838 $4.06 Million
Q3 2023 Nov 08, 2023	SELL	$109.99 - $110.5 $1.62 Million - $1.63 Million	-14,760 Reduced 2.75%	521,787 $57.6 Million
Q2 2023 Aug 09, 2023	SELL	$110.0 - $110.45 $1.77 Million - $1.77 Million	-16,052 Reduced 2.9%	536,547 $59.3 Million
Q1 2023 May 09, 2023	BUY	$109.94 - $110.5 $10.5 Million - $10.6 Million	95,575 Added 20.91%	552,599 $61.1 Million
Q4 2022 Feb 03, 2023	SELL	$109.74 - $110.1 $1.54 Million - $1.54 Million	-13,994 Reduced 2.97%	457,024 $50.2 Million
Q3 2022 Nov 07, 2022	BUY	$109.92 - $110.13 $22.9 Million - $22.9 Million	208,372 Added 79.34%	471,018 $51.8 Million
Q2 2022 Jul 22, 2022	BUY	$109.96 - $110.28 $28.1 Million - $28.1 Million	255,144 Added 3401.01%	262,646 $28.9 Million
Q1 2022 Apr 18, 2022	BUY	$110.22 - $110.4 $256,151 - $256,569	2,324 Added 44.88%	7,502 $827,000
Q4 2021 Jan 14, 2022	SELL	$110.39 - $110.47 $427,982 - $428,292	-3,877 Reduced 42.82%	5,178 $572,000
Q3 2021 Oct 22, 2021	SELL	$110.46 - $110.49 $193,415 - $193,467	-1,751 Reduced 16.2%	9,055 $1 Million
Q2 2021 Jul 26, 2021	SELL	$110.48 - $110.53 $218,639 - $218,738	-1,979 Reduced 15.48%	10,806 $1.19 Million
Q1 2021 May 21, 2021	BUY	$110.51 - $110.53 $1.41 Million - $1.41 Million	12,785 New	12,785 $1.41 Million

Others Institutions Holding SHV

# of Institutions

780

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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