49 Wealth Management, LLC Ishares Tr Transaction History

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 49 Wealth Management, LLC holds 14,716 shares of SHV stock, worth $1.62 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,716
Previous 23,048 36.15%
Holding current value
$1.62 Million
Previous $2.55 Billion 36.45%
% of portfolio
0.23%
Previous 0.42%

Shares

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

Feb 14, 2025
SELL
$109.92 - $110.57 $915,853 - $921,269
-8,332 Reduced 36.15%
14,716 $1.62 Billion
Q3 2024

Nov 12, 2024
SELL
$110.05 - $110.63 $3.06 Million - $3.07 Million
-27,789 Reduced 54.66%
23,048 $2.55 Billion
Q2 2024

Jul 30, 2024
SELL
$110.04 - $110.51 $16.3 Million - $16.4 Million
-148,284 Reduced 74.47%
50,837 $5.59 Billion
Q1 2024

May 07, 2024
SELL
$110.11 - $110.57 $23,123 - $23,219
-210 Reduced 0.11%
199,121 $21.9 Billion
Q4 2023

May 07, 2024
BUY
$109.86 - $110.59 $21.9 Million - $22 Million
199,331 New
199,331 $22 Billion

Others Institutions Holding SHV

# of Institutions
772
Shares Held
94.5M
Call Options Held
2K
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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