Spire Wealth Management Ishares S&P Midcap 400 Value E Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Spire Wealth Management holds 5,460 shares of IJJ stock, worth $686,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,460
Previous 5,739 4.86%
Holding current value
$686,485
Previous $709,000 3.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 24, 2025
SELL
$121.89 - $135.52 $34,007 - $37,810
-279 Reduced 4.86%
5,460 $682,000
Q3 2024

Oct 15, 2024
SELL
$111.9 - $124.28 $41,403 - $45,983
-370 Reduced 6.06%
5,739 $709,000
Q2 2024

Jul 31, 2024
SELL
$109.44 - $118.4 $117,866 - $127,516
-1,077 Reduced 14.99%
6,109 $693,000
Q1 2024

Apr 24, 2024
SELL
$109.27 - $118.29 $149,481 - $161,820
-1,368 Reduced 15.99%
7,186 $850,000
Q4 2023

Feb 06, 2024
SELL
$93.05 - $115.17 $117,522 - $145,459
-1,263 Reduced 12.87%
8,554 $975,000
Q3 2023

Nov 08, 2023
SELL
$99.46 - $111.92 $1.76 Million - $1.98 Million
-17,672 Reduced 64.29%
9,817 $990,000
Q2 2023

Aug 09, 2023
BUY
$97.74 - $107.13 $428,589 - $469,765
4,385 Added 18.98%
27,489 $2.94 Million
Q1 2023

May 09, 2023
BUY
$97.23 - $116.09 $1.37 Million - $1.63 Million
14,066 Added 155.63%
23,104 $2.37 Million
Q4 2022

Feb 03, 2023
BUY
$91.7 - $106.74 $15,130 - $17,612
165 Added 1.86%
9,038 $911,000
Q3 2022

Nov 07, 2022
SELL
$90.0 - $107.68 $1.37 Million - $1.64 Million
-15,258 Reduced 63.23%
8,873 $799,000
Q2 2022

Jul 22, 2022
BUY
$91.51 - $110.2 $34,865 - $41,986
381 Added 1.6%
24,131 $2.28 Million
Q1 2022

Apr 18, 2022
SELL
$102.52 - $112.86 $59,359 - $65,345
-579 Reduced 2.38%
23,750 $2.6 Million
Q4 2021

Jan 14, 2022
BUY
$103.36 - $113.35 $2.5 Million - $2.75 Million
24,218 Added 21818.02%
24,329 $2.69 Million
Q2 2021

Jul 26, 2021
SELL
$102.45 - $110.12 $10,552 - $11,342
-103 Reduced 48.13%
111 $12,000
Q1 2021

May 21, 2021
BUY
$84.81 - $105.35 $18,149 - $22,544
214 New
214 $22,000

Others Institutions Holding IJJ

# of Institutions
888
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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