Spire Wealth Management Ishares Russell 3000 ETF Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Spire Wealth Management holds 1,265 shares of IWV stock, worth $440,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,265
Previous 1,569 19.38%
Holding current value
$440,245
Previous $512,000 17.58%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 24, 2025
SELL
$323.08 - $349.08 $98,216 - $106,120
-304 Reduced 19.38%
1,265 $422,000
Q3 2024

Oct 15, 2024
SELL
$294.75 - $326.73 $70,150 - $77,761
-238 Reduced 13.17%
1,569 $512,000
Q2 2024

Jul 31, 2024
SELL
$283.16 - $309.9 $1,982 - $2,169
-7 Reduced 0.39%
1,807 $557,000
Q1 2024

Apr 24, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.06%
1,814 $544,000
Q4 2023

Feb 06, 2024
SELL
$234.36 - $274.87 $33,044 - $38,756
-141 Reduced 7.22%
1,813 $496,000
Q2 2023

Aug 09, 2023
SELL
$231.57 - $254.48 $19,683 - $21,630
-85 Reduced 4.17%
1,954 $497,000
Q1 2023

May 09, 2023
BUY
$218.83 - $242.18 $58,208 - $64,419
266 Added 15.0%
2,039 $480,000
Q4 2022

Feb 03, 2023
SELL
$206.89 - $235.47 $67,239 - $76,527
-325 Reduced 15.49%
1,773 $391,000
Q3 2022

Nov 07, 2022
SELL
$207.04 - $249.4 $185,921 - $223,961
-898 Reduced 29.97%
2,098 $434,000
Q2 2022

Jul 22, 2022
BUY
$210.65 - $265.31 $392,019 - $493,741
1,861 Added 163.96%
2,996 $651,000
Q1 2022

Apr 18, 2022
BUY
$242.02 - $279.09 $19,361 - $22,327
80 Added 7.58%
1,135 $298,000
Q4 2021

Jan 14, 2022
SELL
$254.66 - $279.11 $34,633 - $37,958
-136 Reduced 11.42%
1,055 $293,000
Q3 2021

Oct 22, 2021
BUY
$251.89 - $269.0 $19,899 - $21,251
79 Added 7.1%
1,191 $304,000
Q2 2021

Jul 26, 2021
BUY
$240.32 - $256.01 $240 - $256
1 Added 0.09%
1,112 $285,000
Q1 2021

May 21, 2021
BUY
$220.59 - $239.53 $245,075 - $266,117
1,111 New
1,111 $259,000

Others Institutions Holding IWV

# of Institutions
860
Shares Held
26.2M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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