Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 267 shares of SHV stock, worth $29,468. This represents 0.01% of its overall portfolio holdings.

Number of Shares
267
Previous 302 11.59%
Holding current value
$29,468
Previous $33,000 12.12%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$110.05 - $110.63 $3,851 - $3,872
-35 Reduced 11.59%
267 $29,000
Q2 2024

Jul 31, 2024
SELL
$110.04 - $110.51 $6,932 - $6,962
-63 Reduced 17.26%
302 $33,000
Q1 2024

Jul 31, 2024
BUY
$110.11 - $110.57 $40,190 - $40,358
365 New
365 $40,000
Q3 2023

Aug 01, 2024
BUY
$109.99 - $110.5 $6,709 - $6,740
61 Added 19.06%
381 $42.1 Million
Q2 2023

Aug 01, 2024
BUY
$110.0 - $110.45 $1,980 - $1,988
18 Added 5.96%
320 $35.3 Million
Q1 2023

Aug 01, 2024
SELL
$109.94 - $110.5 $3,078 - $3,094
-28 Reduced 9.27%
274 $30.3 Million
Q2 2022

Oct 17, 2024
SELL
$109.96 - $110.28 $2,419 - $2,426
-22 Closed
0 $0
Q1 2022

Oct 17, 2024
SELL
$110.22 - $110.4 $27,003 - $27,048
-245 Reduced 91.76%
22 $2.43 Million

Others Institutions Holding SHV

# of Institutions
724
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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