Spire Wealth Management Ishares Tr Esg Msci Usa Leader Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$87.95 - $97.99 $8,003 - $8,917	-91 Reduced 52.0%	84 $8,000
Q4 2023 Feb 06, 2024	SELL	$72.21 - $84.55 $10,759 - $12,597	-149 Reduced 45.99%	175 $14,000
Q3 2023 Nov 08, 2023	SELL	$74.91 - $80.11 $16,180 - $17,303	-216 Reduced 40.0%	324 $24,000
Q2 2023 Aug 09, 2023	SELL	$70.03 - $77.42 $7,633 - $8,438	-109 Reduced 16.8%	540 $41,000
Q1 2023 May 09, 2023	BUY	$65.64 - $72.48 $13,193 - $14,568	201 Added 44.87%	649 $46,000
Q4 2022 Feb 03, 2023	SELL	$61.37 - $70.88 $1,718 - $1,984	-28 Reduced 5.88%	448 $30,000
Q3 2022 Nov 07, 2022	BUY	$61.76 - $74.65 $29,397 - $35,533	476 New	476 $29,000
Q3 2021 Oct 22, 2021	SELL	$74.69 - $79.84 $27,859 - $29,780	-373 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$70.05 - $75.09 $26,128 - $28,008	373 New	373 $14,000

Others Institutions Holding SUSL

# of Institutions

167

Shares Held

8.08M

Call Options Held

0

Put Options Held

0

About ISHARES TR ESG MSCI USA LEADER

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