Ownership history in Spire Wealth Management · 12 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,072 | +647 | +45.4% | 0.00% | $48K | $23.13 |
| 2025 Q2 | UNCHANGED | 1,425 | — | 0% | 0.00% | $33K | $22.88 |
| 2025 Q1 | UNCHANGED | 1,425 | — | 0% | 0.00% | $33K | $22.65 |
| 2024 Q4 | UNCHANGED | 1,425 | — | 0% | 0.00% | $33K | $22.44 |
As of 2025 Q4 — sorted by position size