Spire Wealth Management Ishares Tr Russell 1000 ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Spire Wealth Management holds 35,693 shares of IWB stock, worth $11.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

35,693

Previous 30,159 18.35%

Holding current value

$11.5 Million

Previous $9.48 Million 21.27%

% of portfolio

0.37%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$311.11 - $335.64 $1.72 Million - $1.86 Million	5,534 Added 18.35%	35,693 $11.5 Million
Q3 2024 Oct 15, 2024	SELL	$283.28 - $314.39 $141,073 - $156,566	-498 Reduced 1.62%	30,159 $9.48 Million
Q2 2024 Jul 31, 2024	SELL	$272.21 - $298.72 $457,040 - $501,550	-1,679 Reduced 5.19%	30,657 $9.12 Million
Q1 2024 Apr 24, 2024	SELL	$257.46 - $288.1 $1.55 Million - $1.73 Million	-6,015 Reduced 15.68%	32,336 $9.31 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $1.99 Million - $2.32 Million	8,820 Added 29.87%	38,351 $10.1 Million
Q3 2023 Nov 08, 2023	SELL	$234.05 - $252.17 $22,702 - $24,460	-97 Reduced 0.33%	29,531 $6.94 Million
Q2 2023 Aug 09, 2023	SELL	$221.85 - $243.74 $503,377 - $553,046	-2,269 Reduced 7.11%	29,628 $7.22 Million
Q1 2023 May 09, 2023	SELL	$208.78 - $230.55 $3.5 Million - $3.87 Million	-16,782 Reduced 34.47%	31,897 $7.18 Million
Q4 2022 Feb 03, 2023	BUY	$196.94 - $224.49 $6.59 Million - $7.52 Million	33,487 Added 220.43%	48,679 $10.2 Million
Q3 2022 Nov 07, 2022	SELL	$197.33 - $237.63 $451,293 - $543,459	-2,287 Reduced 13.08%	15,192 $3 Million
Q2 2022 Jul 22, 2022	SELL	$201.03 - $253.2 $251,287 - $316,500	-1,250 Reduced 6.67%	17,479 $3.63 Million
Q1 2022 Apr 18, 2022	SELL	$230.48 - $266.11 $76,058 - $87,816	-330 Reduced 1.73%	18,729 $4.68 Million
Q4 2021 Jan 14, 2022	BUY	$241.33 - $266.02 $447,425 - $493,201	1,854 Added 10.78%	19,059 $5.04 Million
Q3 2021 Oct 22, 2021	SELL	$239.32 - $255.42 $5,025 - $5,363	-21 Reduced 0.12%	17,205 $4.16 Million
Q2 2021 Jul 26, 2021	BUY	$226.48 - $242.11 $50,052 - $53,506	221 Added 1.3%	17,226 $4.17 Million
Q1 2021 May 21, 2021	BUY	$208.89 - $225.24 $3.55 Million - $3.83 Million	17,005 New	17,005 $3.81 Million

Others Institutions Holding IWB

# of Institutions

1,469

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Russell 1000 ETF Transaction History