All Square Wealth Management LLC Ishares Tr Transaction History

All Square Wealth Management LLC

  • $174 Million
  • Q3 2024

A detailed history of All Square Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,194 shares of SHV stock, worth $131,745. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,194
Previous 1,176 1.53%
Holding current value
$131,745
Previous $129,000 2.33%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 13, 2024
BUY
$110.05 - $110.63 $1,980 - $1,991
18 Added 1.53%
1,194 $132,000
Q1 2024

May 07, 2024
BUY
$110.11 - $110.57 $29,949 - $30,075
272 Added 30.09%
1,176 $129,000
Q2 2023

Aug 08, 2023
SELL
$110.0 - $110.45 $125,400 - $125,913
-1,140 Reduced 55.77%
904 $99,000
Q1 2023

May 02, 2023
BUY
$109.94 - $110.5 $224,717 - $225,862
2,044 New
2,044 $225,000

Others Institutions Holding SHV

# of Institutions
727
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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