Spire Wealth Management Ishares Russell Mid Cap Growth Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Spire Wealth Management holds 11,525 shares of IWP stock, worth $1.56 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,525

Previous 7,859 46.65%

Holding current value

$1.56 Million

Previous $921,000 58.52%

% of portfolio

0.05%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$116.4 - $138.52 $426,722 - $507,814	3,666 Added 46.65%	11,525 $1.46 Million
Q3 2024 Oct 15, 2024	BUY	$103.87 - $117.59 $6,959 - $7,878	67 Added 0.86%	7,859 $921,000
Q2 2024 Jul 31, 2024	SELL	$105.7 - $113.43 $13,635 - $14,632	-129 Reduced 1.63%	7,792 $859,000
Q1 2024 Apr 24, 2024	BUY	$100.66 - $114.14 $34,425 - $39,035	342 Added 4.51%	7,921 $904,000
Q4 2023 Feb 06, 2024	BUY	$85.66 - $105.12 $85,488 - $104,909	998 Added 15.16%	7,579 $791,000
Q3 2023 Nov 08, 2023	SELL	$89.97 - $100.32 $8,277 - $9,229	-92 Reduced 1.38%	6,581 $601,000
Q2 2023 Aug 09, 2023	SELL	$87.72 - $96.63 $874,129 - $962,917	-9,965 Reduced 59.89%	6,673 $644,000
Q1 2023 May 09, 2023	BUY	$82.89 - $94.68 $866,200 - $989,406	10,450 Added 168.88%	16,638 $1.51 Million
Q4 2022 Feb 03, 2023	SELL	$77.4 - $89.88 $3,328 - $3,864	-43 Reduced 0.69%	6,188 $517,000
Q3 2022 Nov 07, 2022	BUY	$78.02 - $94.38 $46,343 - $56,061	594 Added 10.54%	6,231 $489,000
Q2 2022 Jul 22, 2022	SELL	$75.41 - $102.47 $77,069 - $104,724	-1,022 Reduced 15.35%	5,637 $447,000
Q1 2022 Apr 18, 2022	SELL	$89.52 - $114.03 $879,444 - $1.12 Million	-9,824 Reduced 59.6%	6,659 $669,000
Q4 2021 Jan 14, 2022	BUY	$109.8 - $123.28 $119,352 - $134,005	1,087 Added 7.06%	16,483 $1.9 Million
Q3 2021 Oct 22, 2021	SELL	$109.39 - $119.47 $255,753 - $279,320	-2,338 Reduced 13.18%	15,396 $1.73 Million
Q2 2021 Jul 26, 2021	BUY	$99.98 - $113.73 $42,491 - $48,335	425 Added 2.46%	17,734 $2.01 Million
Q1 2021 May 21, 2021	BUY	$96.94 - $112.05 $1.68 Million - $1.94 Million	17,309 New	17,309 $1.77 Million

Others Institutions Holding IWP

# of Institutions

1,112

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Russell Mid Cap Growth Transaction History