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 5,127 shares of IYR stock, worth $484,091. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,127

Previous 4,968 3.2%

Holding current value

$484,091

Previous $506,000 5.73%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$90.74 - $102.87 $14,427 - $16,356	159 Added 3.2%	5,127 $477,000
Q3 2024 Oct 15, 2024	BUY	$86.93 - $103.61 $360,759 - $429,981	4,150 Added 507.33%	4,968 $506,000
Q2 2024 Jul 31, 2024	BUY	$81.6 - $89.23 $38,352 - $41,938	470 Added 135.06%	818 $71,000
Q1 2024 Apr 24, 2024	SELL	$85.32 - $92.22 $1,791 - $1,936	-21 Reduced 5.69%	348 $31,000
Q4 2023 Feb 06, 2024	SELL	$73.28 - $92.46 $23,962 - $30,234	-327 Reduced 46.98%	369 $33,000
Q3 2023 Nov 08, 2023	SELL	$77.12 - $89.86 $101,952 - $118,794	-1,322 Reduced 65.51%	696 $54,000
Q2 2023 Aug 09, 2023	SELL	$80.51 - $86.54 $12,962 - $13,932	-161 Reduced 7.39%	2,018 $174,000
Q1 2023 May 09, 2023	BUY	$78.73 - $95.24 $4,566 - $5,523	58 Added 2.73%	2,179 $184,000
Q4 2022 Feb 03, 2023	SELL	$76.97 - $89.17 $12,084 - $13,999	-157 Reduced 6.89%	2,121 $179,000
Q3 2022 Nov 07, 2022	SELL	$80.64 - $103.19 $42,174 - $53,968	-523 Reduced 18.67%	2,278 $185,000
Q2 2022 Jul 22, 2022	SELL	$86.95 - $112.38 $108,948 - $140,812	-1,253 Reduced 30.91%	2,801 $258,000
Q1 2022 Apr 18, 2022	SELL	$99.21 - $115.26 $318,662 - $370,215	-3,212 Reduced 44.21%	4,054 $439,000
Q4 2021 Jan 14, 2022	BUY	$103.03 - $116.14 $304,144 - $342,845	2,952 Added 68.43%	7,266 $844,000
Q3 2021 Oct 22, 2021	BUY	$102.34 - $111.27 $15,351 - $16,690	150 Added 3.6%	4,314 $442,000
Q2 2021 Jul 26, 2021	SELL	$93.58 - $104.97 $1.09 Million - $1.23 Million	-11,675 Reduced 73.71%	4,164 $425,000
Q1 2021 May 21, 2021	BUY	$82.27 - $92.74 $1.3 Million - $1.47 Million	15,839 New	15,839 $1.42 Million

Others Institutions Holding IYR

# of Institutions

617

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

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.

Account

Spire Wealth Management Ishares Tr Transaction History