Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $433 Billion
  • Q1 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 8,748 shares of SHV stock, worth $966,654. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,748
Previous 9,445 7.38%
Holding current value
$966,654
Previous $1.04 Billion 7.04%
% of portfolio
0.22%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$110.11 - $110.57 $76,746 - $77,067
-697 Reduced 7.38%
8,748 $967 Million
Q4 2023

Jan 29, 2024
BUY
$109.86 - $110.59 $17,687 - $17,804
161 Added 1.73%
9,445 $1.04 Billion
Q3 2023

Nov 08, 2023
BUY
$109.99 - $110.5 $8,469 - $8,508
77 Added 0.84%
9,284 $1.03 Billion
Q2 2023

Aug 09, 2023
BUY
$110.0 - $110.45 $11,770 - $11,818
107 Added 1.18%
9,207 $1.01 Billion
Q1 2023

May 03, 2023
BUY
$109.94 - $110.5 $1 Million - $1.01 Million
9,100 New
9,100 $1.01 Billion

Others Institutions Holding SHV

# of Institutions
710
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
  • Industry ETFs
More about SHV
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