Baker Tilly Wealth Management, LLC Ishares Tr Transaction History

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$110.0 - $110.45 $61,490 - $61,741
-559 Reduced 14.47%
3,304 $364,000
Q1 2023

Apr 12, 2023
BUY
$109.94 - $110.5 $10,994 - $11,050
100 Added 2.66%
3,863 $426,000
Q4 2022

Jan 26, 2023
BUY
$109.74 - $110.1 $70,014 - $70,243
638 Added 20.42%
3,763 $0
Q3 2022

Oct 20, 2022
BUY
$109.92 - $110.13 $47,265 - $47,355
430 Added 15.96%
3,125 $344,000
Q2 2022

Jul 28, 2022
SELL
$109.96 - $110.28 $467,879 - $469,241
-4,255 Reduced 61.22%
2,695 $297,000
Q1 2022

Apr 27, 2022
SELL
$110.22 - $110.4 $367,363 - $367,963
-3,333 Reduced 32.41%
6,950 $766,000
Q4 2021

Feb 08, 2022
BUY
$110.39 - $110.47 $254,338 - $254,522
2,304 Added 28.88%
10,283 $1.14 Million
Q3 2021

Nov 02, 2021
BUY
$110.46 - $110.49 $286,312 - $286,390
2,592 Added 48.12%
7,979 $881,000
Q2 2021

Jul 30, 2021
SELL
$110.48 - $110.53 $471,528 - $471,742
-4,268 Reduced 44.21%
5,387 $595,000
Q1 2021

Apr 28, 2021
BUY
$110.51 - $110.53 $756,551 - $756,688
6,846 Added 243.72%
9,655 $1.07 Million
Q4 2020

Feb 03, 2021
BUY
$110.51 - $110.7 $310,422 - $310,956
2,809 New
2,809 $310,000

Others Institutions Holding SHV

# of Institutions
711
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
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More about SHV
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