Able Wealth Management LLC Ishares Tr Transaction History

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024

A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 203,430 shares of SHV stock, worth $22.4 Million. This represents 14.73% of its overall portfolio holdings.

Number of Shares
203,430
Previous 186,220 9.24%
Holding current value
$22.4 Million
Previous $20.6 Billion 8.73%
% of portfolio
14.73%
Previous 15.62%

Shares

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

Feb 03, 2025
BUY
$109.92 - $110.57 $1.89 Million - $1.9 Million
17,210 Added 9.24%
203,430 $22.4 Billion
Q3 2024

Nov 01, 2024
BUY
$110.05 - $110.63 $370,978 - $372,933
3,371 Added 1.84%
186,220 $20.6 Billion
Q2 2024

Nov 01, 2024
SELL
$110.04 - $110.51 $59,751 - $60,006
-543 Reduced 0.3%
182,849 $20.2 Billion
Q1 2024

Nov 01, 2024
BUY
$110.11 - $110.57 $778,367 - $781,619
7,069 Added 4.01%
183,392 $20.3 Billion
Q4 2023

Feb 20, 2024
BUY
$109.86 - $110.59 $19.4 Million - $19.5 Million
176,323 New
176,323 $19.4 Billion

Others Institutions Holding SHV

# of Institutions
776
Shares Held
94.4M
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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