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 4,543 shares of DVY stock, worth $603,037. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,543
Previous 5,740 20.85%
Holding current value
$603,037
Previous $775,000 23.1%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 24, 2025
SELL
$129.55 - $143.41 $155,071 - $171,661
-1,197 Reduced 20.85%
4,543 $596,000
Q3 2024

Oct 15, 2024
SELL
$119.99 - $135.74 $15,118 - $17,103
-126 Reduced 2.15%
5,740 $775,000
Q2 2024

Jul 31, 2024
BUY
$115.73 - $125.75 $94,782 - $102,989
819 Added 16.23%
5,866 $709,000
Q1 2024

Apr 24, 2024
SELL
$113.31 - $123.18 $141,637 - $153,975
-1,250 Reduced 19.85%
5,047 $621,000
Q4 2023

Feb 06, 2024
SELL
$102.97 - $119.06 $59,825 - $69,173
-581 Reduced 8.45%
6,297 $738,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $107,117 - $117,805
-997 Reduced 12.66%
6,878 $740,000
Q2 2023

Aug 09, 2023
BUY
$108.5 - $119.27 $17,902 - $19,679
165 Added 2.14%
7,875 $892,000
Q1 2023

May 09, 2023
BUY
$110.68 - $126.38 $161,150 - $184,009
1,456 Added 23.28%
7,710 $903,000
Q4 2022

Feb 03, 2023
BUY
$107.39 - $125.5 $18,256 - $21,335
170 Added 2.79%
6,254 $754,000
Q3 2022

Nov 07, 2022
SELL
$107.22 - $127.71 $4.6 Million - $5.48 Million
-42,878 Reduced 87.57%
6,084 $652,000
Q2 2022

Jul 22, 2022
BUY
$113.21 - $132.14 $4.19 Million - $4.9 Million
37,052 Added 311.1%
48,962 $5.76 Million
Q1 2022

Apr 18, 2022
SELL
$119.99 - $129.75 $820,731 - $887,490
-6,840 Reduced 36.48%
11,910 $1.53 Million
Q4 2021

Jan 14, 2022
BUY
$114.37 - $122.59 $1.01 Million - $1.09 Million
8,870 Added 89.78%
18,750 $2.3 Million
Q3 2021

Oct 22, 2021
SELL
$112.53 - $119.9 $85,185 - $90,764
-757 Reduced 7.12%
9,880 $1.13 Million
Q2 2021

Jul 26, 2021
SELL
$114.14 - $123.06 $1.27 Million - $1.37 Million
-11,128 Reduced 51.13%
10,637 $1.24 Million
Q1 2021

May 21, 2021
BUY
$94.76 - $115.39 $1.74 Million - $2.12 Million
18,340 Added 535.47%
21,765 $2.48 Million
Q1 2021

May 07, 2021
BUY
$94.76 - $115.39 $324,553 - $395,210
3,425 New
3,425 $391,000

Others Institutions Holding DVY

# of Institutions
1,447
Shares Held
70.6M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email