Spire Wealth Management Ishares Tr Russell 200 Growth Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Spire Wealth Management holds 9,688 shares of IWY stock, worth $2.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,688

Previous 10,982 11.78%

Holding current value

$2.04 Million

Previous $2.42 Million 5.67%

% of portfolio

0.07%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$216.72 - $244.71 $280,435 - $316,654	-1,294 Reduced 11.78%	9,688 $2.28 Million
Q3 2024 Oct 15, 2024	SELL	$194.66 - $225.97 $2.95 Million - $3.42 Million	-15,134 Reduced 57.95%	10,982 $2.42 Million
Q2 2024 Jul 31, 2024	BUY	$183.56 - $216.15 $2.33 Million - $2.74 Million	12,696 Added 94.61%	26,116 $5.6 Million
Q1 2024 Apr 24, 2024	BUY	$170.38 - $196.82 $148,400 - $171,430	871 Added 6.94%	13,420 $2.62 Million
Q4 2023 Feb 06, 2024	BUY	$149.01 - $175.92 $698,260 - $824,361	4,686 Added 59.6%	12,549 $2.2 Million
Q3 2023 Nov 08, 2023	SELL	$152.69 - $164.44 $678,248 - $730,442	-4,442 Reduced 36.1%	7,863 $1.21 Million
Q2 2023 Aug 09, 2023	BUY	$136.24 - $158.56 $886,513 - $1.03 Million	6,507 Added 112.23%	12,305 $1.95 Million
Q1 2023 May 09, 2023	BUY	$117.74 - $138.93 $630,144 - $743,553	5,352 Added 1200.0%	5,798 $805,000
Q1 2022 Apr 18, 2022	SELL	$141.01 - $175.1 $16,357 - $20,311	-116 Reduced 20.64%	446 $71,000
Q4 2021 Jan 14, 2022	BUY	$150.99 - $175.61 $17,514 - $20,370	116 Added 26.01%	562 $97,000
Q2 2021 Jul 26, 2021	SELL	$136.12 - $150.82 $15,789 - $17,495	-116 Reduced 20.64%	446 $67,000
Q1 2021 May 21, 2021	BUY	$127.24 - $139.47 $71,508 - $78,382	562 New	562 $75,000

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Spire Wealth Management Ishares Tr Russell 200 Growth Transaction History