Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 42,458 shares of SHV stock, worth $4.68 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

42,458

Previous 40,276 5.42%

Holding current value

$4.68 Million

Previous $4.45 Million 5.4%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

793

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Transaction History