Birchcreek Wealth Management, LLC Ishares Tr Transaction History

Birchcreek Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 108,231 shares of SHV stock, worth $12 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
108,231
Previous 86,293 25.42%
Holding current value
$12 Million
Previous $9.5 Million 25.89%
% of portfolio
6.35%
Previous 5.71%

Shares

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

Apr 29, 2024
BUY
$110.11 - $110.57 $2.42 Million - $2.43 Million
21,938 Added 25.42%
108,231 $12 Million
Q4 2023

Feb 05, 2024
BUY
$109.86 - $110.59 $4.22 Million - $4.25 Million
38,404 Added 80.19%
86,293 $9.5 Million
Q3 2023

Oct 23, 2023
BUY
$109.99 - $110.5 $599,995 - $602,777
5,455 Added 12.86%
47,889 $5.29 Million
Q2 2023

Jul 20, 2023
BUY
$110.0 - $110.45 $1.48 Million - $1.49 Million
13,476 Added 46.54%
42,434 $4.69 Million
Q1 2023

May 01, 2023
BUY
$109.94 - $110.5 $3.18 Million - $3.2 Million
28,958 New
28,958 $3.2 Million

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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