Blue Zone Wealth Advisors, LLC Ishares Tr Transaction History

Blue Zone Wealth Advisors, LLC

  • $273 Million
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 13, 2022
SELL
$109.96 - $110.28 $1.01 Million - $1.01 Million
-9,155 Closed
0 $0
Q1 2022

Apr 08, 2022
SELL
$110.22 - $110.4 $297,594 - $298,080
-2,700 Reduced 22.78%
9,155 $1.01 Million
Q4 2021

Jan 24, 2022
SELL
$110.39 - $110.47 $513,865 - $514,237
-4,655 Reduced 28.2%
11,855 $1.31 Million
Q3 2021

Oct 26, 2021
SELL
$110.46 - $110.49 $139,290 - $139,327
-1,261 Reduced 7.1%
16,510 $1.82 Million
Q2 2021

Aug 04, 2021
BUY
$110.48 - $110.53 $17,676 - $17,684
160 Added 0.91%
17,771 $1.96 Million
Q1 2021

May 04, 2021
SELL
$110.51 - $110.53 $1.59 Million - $1.59 Million
-14,355 Reduced 44.91%
17,611 $1.95 Million
Q4 2020

Jan 22, 2021
SELL
$110.51 - $110.7 $642,505 - $643,609
-5,814 Reduced 15.39%
31,966 $3.53 Million
Q3 2020

Oct 23, 2020
SELL
$110.7 - $110.74 $1.43 Million - $1.43 Million
-12,912 Reduced 25.47%
37,780 $4.18 Million
Q2 2020

Jul 20, 2020
SELL
$110.71 - $110.94 $4.69 Million - $4.7 Million
-42,378 Reduced 45.53%
50,692 $5.61 Million
Q1 2020

Apr 29, 2020
SELL
$110.45 - $111.07 $1.23 Million - $1.24 Million
-11,180 Reduced 10.72%
93,070 $10.3 Million
Q4 2019

Feb 13, 2020
BUY
$110.39 - $110.72 $11.5 Million - $11.5 Million
104,250 New
104,250 $11.5 Million

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
  • Industry ETFs
More about SHV
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