Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

  • $681 Million
  • Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 9,766 shares of SHV stock, worth $1.08 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,766
Previous 10,124 3.54%
Holding current value
$1.08 Million
Previous $1.12 Million 3.23%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$110.11 - $110.51 $39,419 - $39,562
-358 Reduced 3.54%
9,766 $1.08 Million
Q4 2024

Feb 14, 2025
SELL
$109.92 - $110.57 $377,685 - $379,918
-3,436 Reduced 25.34%
10,124 $1.12 Million
Q3 2024

Nov 14, 2024
SELL
$110.05 - $110.63 $25,201 - $25,334
-229 Reduced 1.66%
13,560 $1.5 Million
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
792
Shares Held
98.4M
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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