Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 13,560 shares of SHV stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,560
Previous 13,789 1.66%
Holding current value
$1.5 Million
Previous $1.52 Million 1.57%
% of portfolio
0.22%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email