A detailed history of Advisor Os, LLC transactions in Ishares Tr stock. As of the latest transaction made, Advisor Os, LLC holds 6,372 shares of SHV stock, worth $701,812. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,372
Previous 4,673 36.36%
Holding current value
$701,812
Previous $516,000 36.43%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 04, 2024

BUY
$110.05 - $110.63 $186,974 - $187,960
1,699 Added 36.36%
6,372 $704,000
Q2 2024

Aug 05, 2024

SELL
$110.04 - $110.51 $14,085 - $14,145
-128 Reduced 2.67%
4,673 $516,000
Q1 2024

May 08, 2024

SELL
$110.11 - $110.57 $757,446 - $760,611
-6,879 Reduced 58.9%
4,801 $530,000
Q4 2023

Feb 07, 2024

BUY
$109.86 - $110.59 $85,251 - $85,817
776 Added 7.12%
11,680 $1.29 Million
Q3 2023

Nov 02, 2023

BUY
$109.99 - $110.5 $83,372 - $83,759
758 Added 7.47%
10,904 $1.2 Million
Q2 2023

Aug 08, 2023

BUY
$110.0 - $110.45 $1.12 Million - $1.12 Million
10,146 New
10,146 $1.12 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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