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 1,735 shares of IAK stock, worth $232,385. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,735

Previous 1,487 16.68%

Holding current value

$232,385

Previous $191,000 14.66%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$123.78 - $138.16 $30,697 - $34,263	248 Added 16.68%	1,735 $219,000
Q3 2024 Oct 15, 2024	BUY	$112.0 - $130.47 $448 - $521	4 Added 0.27%	1,487 $191,000
Q2 2024 Jul 31, 2024	SELL	$109.54 - $117.86 $201,005 - $216,273	-1,835 Reduced 55.3%	1,483 $167,000
Q1 2024 Apr 24, 2024	BUY	$101.06 - $117.39 $1,111 - $1,291	11 Added 0.33%	3,318 $389,000
Q4 2023 Feb 06, 2024	SELL	$89.71 - $100.92 $8,253 - $9,284	-92 Reduced 2.71%	3,307 $331,000
Q3 2023 Nov 08, 2023	BUY	$86.28 - $94.91 $293,265 - $322,599	3,399 New	3,399 $311,000
Q2 2022 Jul 22, 2022	SELL	$79.16 - $92.57 $9,895 - $11,571	-125 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$82.05 - $92.52 $10,256 - $11,565	125 New	125 $11,000

Others Institutions Holding IAK

# of Institutions

167

Shares Held

3.92M

Call Options Held

4.4K

Put Options Held

1.7K

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About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Transaction History