Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 4,568 shares of IHE stock, worth $317,201. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,568
Previous 3,662 24.74%
Holding current value
$317,201
Previous $258,000 16.28%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$65.15 - $71.86 $59,025 - $65,105
906 Added 24.74%
4,568 $300,000
Q3 2024

Oct 15, 2024
BUY
$65.61 - $72.86 $19,158 - $21,275
292 Added 8.66%
3,662 $258,000
Q2 2024

Jul 31, 2024
BUY
$62.73 - $67.4 $73,770 - $79,262
1,176 Added 53.6%
3,370 $223,000
Q1 2024

Apr 24, 2024
BUY
$66.67 - $208.65 $123,539 - $386,628
1,853 Added 543.4%
2,194 $148,000
Q4 2023

Feb 06, 2024
BUY
$166.63 - $185.76 $166 - $185
1 Added 0.29%
341 $63,000
Q2 2023

Aug 09, 2023
SELL
$170.31 - $183.88 $510 - $551
-3 Reduced 0.87%
340 $60,000
Q1 2023

May 09, 2023
BUY
$169.94 - $188.72 $21,752 - $24,156
128 Added 59.53%
343 $60,000
Q3 2022

Nov 07, 2022
SELL
$56.37 - $195.56 $6,538 - $22,684
-116 Reduced 35.05%
215 $36,000
Q2 2022

Jul 22, 2022
SELL
$178.46 - $201.82 $20,522 - $23,209
-115 Reduced 25.78%
331 $63,000
Q1 2022

Apr 18, 2022
BUY
$180.82 - $198.07 $180 - $198
1 Added 0.22%
446 $87,000
Q4 2021

Jan 14, 2022
BUY
$182.18 - $200.3 $364 - $400
2 Added 0.45%
445 $89,000
Q3 2021

Oct 22, 2021
SELL
$183.15 - $198.47 $549 - $595
-3 Reduced 0.67%
443 $81,000
Q2 2021

Jul 26, 2021
BUY
$174.94 - $189.58 $349 - $379
2 Added 0.45%
446 $83,000
Q1 2021

May 21, 2021
BUY
$171.78 - $186.35 $76,270 - $82,739
444 New
444 $79,000

Others Institutions Holding IHE

# of Institutions
153
Shares Held
5.42M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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