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 310,111 shares of IEFA stock, worth $22.9 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

310,111

Previous 262,293 18.23%

Holding current value

$22.9 Million

Previous $20.5 Million 6.46%

% of portfolio

0.7%

Previous 0.69%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$70.06 - $77.43 $3.35 Million - $3.7 Million	47,818 Added 18.23%	310,111 $21.8 Million
Q3 2024 Oct 15, 2024	BUY	$70.09 - $78.74 $377,715 - $424,329	5,389 Added 2.1%	262,293 $20.5 Million
Q2 2024 Jul 31, 2024	SELL	$70.77 - $76.19 $382,158 - $411,426	-5,400 Reduced 2.06%	256,904 $18.7 Million
Q1 2024 Apr 24, 2024	BUY	$68.14 - $74.43 $286,256 - $312,680	4,201 Added 1.63%	262,304 $19.5 Million
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $87,475 - $100,560	-1,427 Reduced 0.55%	258,103 $18.2 Million
Q3 2023 Nov 08, 2023	BUY	$64.04 - $69.58 $1.75 Million - $1.9 Million	27,376 Added 11.79%	259,530 $16.7 Million
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $578,818 - $605,730	8,766 Added 3.92%	232,154 $15.7 Million
Q1 2023 May 09, 2023	BUY	$62.17 - $67.7 $2.92 Million - $3.18 Million	46,904 Added 26.58%	223,388 $14.9 Million
Q4 2022 Feb 03, 2023	SELL	$52.35 - $63.65 $122,970 - $149,513	-2,349 Reduced 1.31%	176,484 $10.9 Million
Q3 2022 Nov 07, 2022	SELL	$52.32 - $63.1 $2.11 Million - $2.55 Million	-40,371 Reduced 18.42%	178,833 $9.37 Million
Q2 2022 Jul 22, 2022	SELL	$57.91 - $70.46 $4.72 Million - $5.75 Million	-81,551 Reduced 27.12%	219,204 $12.9 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $733,942 - $875,718	11,602 Added 4.01%	300,755 $20.9 Million
Q4 2021 Jan 14, 2022	BUY	$72.36 - $77.76 $428,081 - $460,028	5,916 Added 2.09%	289,153 $21.6 Million
Q3 2021 Oct 22, 2021	BUY	$72.98 - $78.2 $1.09 Million - $1.17 Million	14,903 Added 5.55%	283,237 $21 Million
Q2 2021 Jul 26, 2021	BUY	$73.11 - $77.88 $1.31 Million - $1.4 Million	17,928 Added 7.16%	268,334 $20.2 Million
Q1 2021 May 21, 2021	BUY	$68.58 - $73.12 $17.2 Million - $18.3 Million	250,406 New	250,406 $18 Million

Others Institutions Holding IEFA

# of Institutions

2,075

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Spire Wealth Management Ishares Tr Transaction History