Golden State Equity Partners Ishares Tr Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

A detailed history of Golden State Equity Partners transactions in Ishares Tr stock. As of the latest transaction made, Golden State Equity Partners holds 5,095 shares of SHV stock, worth $562,640. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,095

Previous 5,473 6.91%

Holding current value

$562,640

Previous $602,000 6.64%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$110.11 - $110.51 $41,621 - $41,772	-378 Reduced 6.91%	5,095 $562,000
Q4 2024 Jan 24, 2025	BUY	$109.92 - $110.57 $588,951 - $592,434	5,358 Added 4659.13%	5,473 $602,000
Q3 2024 Oct 29, 2024	SELL	$110.05 - $110.63 $773,871 - $777,950	-7,032 Reduced 98.39%	115 $12,000
Q3 2024 Oct 25, 2024	BUY	$110.05 - $110.63 $59,647 - $59,961	542 Added 8.21%	7,147 $790,000
Q2 2024 Jul 29, 2024	BUY	$110.04 - $110.51 $124,895 - $125,428	1,135 Added 20.75%	6,605 $729,000
Q4 2023 Feb 02, 2024	SELL	$109.86 - $110.59 $470,310 - $473,435	-4,281 Reduced 43.9%	5,470 $602,000
Q3 2023 Oct 20, 2023	SELL	$109.99 - $110.5 $73,253 - $73,593	-666 Reduced 6.39%	9,751 $1.08 Million
Q2 2023 Jul 19, 2023	BUY	$110.0 - $110.45 $1.15 Million - $1.15 Million	10,417 New	10,417 $1.15 Million

Others Institutions Holding SHV

# of Institutions

785

Shares Held

98.9M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Golden State Equity Partners Ishares Tr Transaction History