Adaptive Financial Consulting, LLC Ishares Tr Transaction History

Adaptive Financial Consulting, LLC

  • $245 Million
  • Q3 2024

A detailed history of Adaptive Financial Consulting, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adaptive Financial Consulting, LLC holds 62,621 shares of SHV stock, worth $6.91 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
62,621
Previous 63,049 0.68%
Holding current value
$6.91 Million
Previous $6.97 Million 0.56%
% of portfolio
2.83%
Previous 3.02%

Shares

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

Nov 07, 2024
SELL
$110.05 - $110.63 $47,101 - $47,349
-428 Reduced 0.68%
62,621 $6.93 Million
Q1 2024

May 06, 2024
BUY
$110.11 - $110.57 $6.94 Million - $6.97 Million
63,049 New
63,049 $6.97 Million

Others Institutions Holding SHV

# of Institutions
725
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
Track This Portfolio

Track Adaptive Financial Consulting, LLC Portfolio

Follow Adaptive Financial Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adaptive Financial Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adaptive Financial Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email