Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 13,789 shares of SHV stock, worth $1.52 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,789
Previous 19,138 27.95%
Holding current value
$1.52 Million
Previous $2.12 Million 27.94%
% of portfolio
0.25%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$110.04 - $110.51 $588,603 - $591,117
-5,349 Reduced 27.95%
13,789 $1.52 Million
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $110 - $110
1 Added 0.01%
19,138 $2.12 Million
Q4 2023

Feb 14, 2024
BUY
$109.86 - $110.59 $2.1 Million - $2.12 Million
19,137 New
19,137 $2.11 Million

Others Institutions Holding SHV

# of Institutions
711
Shares Held
113M
Call Options Held
0
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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