Spire Wealth Management Ishares Tr Esg Aware Usd Corpo Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$22.25 - $22.94 $227,929 - $234,997	-10,244 Reduced 99.63%	38 $0
Q1 2024 Apr 24, 2024	BUY	$22.66 - $23.29 $51,506 - $52,938	2,273 Added 28.38%	10,282 $236,000
Q4 2023 Feb 06, 2024	BUY	$21.11 - $23.38 $93,538 - $103,596	4,431 Added 123.84%	8,009 $186,000
Q3 2023 Nov 08, 2023	BUY	$21.72 - $22.83 $70,307 - $73,900	3,237 Added 949.27%	3,578 $77,000
Q2 2023 Aug 09, 2023	BUY	$22.41 - $23.18 $1,837 - $1,900	82 Added 31.66%	341 $7,000
Q1 2023 May 09, 2023	BUY	$22.22 - $23.44 $5,754 - $6,070	259 New	259 $5,000
Q2 2022 Jul 22, 2022	SELL	$22.68 - $25.19 $4,853 - $5,390	-214 Reduced 49.77%	216 $5,000
Q2 2021 Jul 26, 2021	BUY	$26.94 - $27.73 $11,584 - $11,923	430 New	430 $12,000

Others Institutions Holding SUSC

# of Institutions

257

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$181 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$71.6 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$60.7 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.2 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$39.8 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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