Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 2,842 shares of IYM stock, worth $390,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,842
Previous 2,889 1.63%
Holding current value
$390,433
Previous $433,000 14.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 24, 2025
SELL
$129.15 - $153.25 $6,070 - $7,202
-47 Reduced 1.63%
2,842 $369,000
Q3 2024

Oct 15, 2024
BUY
$136.13 - $151.64 $1,225 - $1,364
9 Added 0.31%
2,889 $433,000
Q2 2024

Jul 31, 2024
BUY
$140.01 - $149.03 $1,120 - $1,192
8 Added 0.28%
2,880 $403,000
Q1 2024

Apr 24, 2024
BUY
$130.2 - $147.73 $8,332 - $9,454
64 Added 2.28%
2,872 $424,000
Q4 2023

Feb 06, 2024
BUY
$119.29 - $139.6 $2,862 - $3,350
24 Added 0.86%
2,808 $387,000
Q3 2023

Nov 08, 2023
BUY
$124.84 - $138.68 $346,930 - $385,391
2,779 Added 55580.0%
2,784 $351,000
Q2 2022

Jul 22, 2022
BUY
$117.72 - $154.02 $588 - $770
5 New
5 $1,000

Others Institutions Holding IYM

# of Institutions
206
Shares Held
2.49M
Call Options Held
3.9K
Put Options Held
100
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email