Spire Wealth Management Ishares Russell 1000 Val ETF Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Spire Wealth Management holds 21,681 shares of IWD stock, worth $4.19 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,681
Previous 21,990 1.41%
Holding current value
$4.19 Million
Previous $4.17 Million 3.83%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jan 24, 2025
SELL
$183.23 - $199.79 $56,618 - $61,735
-309 Reduced 1.41%
21,681 $4.01 Million
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $98,641 - $107,996
-569 Reduced 2.52%
21,990 $4.17 Million
Q2 2024

Jul 31, 2024
SELL
$169.4 - $179.05 $193,963 - $205,012
-1,145 Reduced 4.83%
22,559 $3.94 Million
Q1 2024

Apr 24, 2024
SELL
$161.84 - $179.11 $94,514 - $104,600
-584 Reduced 2.4%
23,704 $4.25 Million
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $78,454 - $90,472
546 Added 2.3%
24,288 $4.01 Million
Q3 2023

Nov 08, 2023
SELL
$151.73 - $163.56 $16,235 - $17,500
-107 Reduced 0.45%
23,742 $3.6 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $74,423 - $79,072
501 Added 2.15%
23,849 $3.76 Million
Q1 2023

May 09, 2023
BUY
$145.2 - $161.56 $478,869 - $532,824
3,298 Added 16.45%
23,348 $3.55 Million
Q4 2022

Feb 03, 2023
BUY
$136.78 - $158.99 $45,958 - $53,420
336 Added 1.7%
20,050 $3.04 Million
Q3 2022

Nov 07, 2022
SELL
$135.99 - $161.15 $430,952 - $510,684
-3,169 Reduced 13.85%
19,714 $2.68 Million
Q2 2022

Jul 22, 2022
SELL
$140.99 - $168.41 $107,434 - $128,328
-762 Reduced 3.22%
22,883 $3.32 Million
Q1 2022

Apr 18, 2022
SELL
$157.15 - $170.51 $111,733 - $121,232
-711 Reduced 2.92%
23,645 $3.93 Million
Q4 2021

Jan 14, 2022
BUY
$157.12 - $168.08 $327,438 - $350,278
2,084 Added 9.36%
24,356 $4.09 Million
Q3 2021

Oct 22, 2021
BUY
$154.62 - $164.07 $154,001 - $163,413
996 Added 4.68%
22,272 $3.48 Million
Q2 2021

Jul 26, 2021
SELL
$152.86 - $162.4 $312,598 - $332,108
-2,045 Reduced 8.77%
21,276 $3.38 Million
Q1 2021

May 21, 2021
BUY
$134.89 - $153.0 $3.14 Million - $3.57 Million
23,309 Added 194241.67%
23,321 $3.54 Million
Q1 2021

May 07, 2021
BUY
$134.89 - $153.0 $1,618 - $1,836
12 New
12 $2,000

Others Institutions Holding IWD

# of Institutions
1,803
Shares Held
262M
Call Options Held
658K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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