Bull Oak Capital, LLC Ishares Tr Transaction History

Bull Oak Capital, LLC

  • $149 Million
  • Q1 2024

A detailed history of Bull Oak Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bull Oak Capital, LLC holds 157,732 shares of SHV stock, worth $17.4 Million. This represents 11.69% of its overall portfolio holdings.

Number of Shares
157,732
Previous 153,728 2.6%
Holding current value
$17.4 Million
Previous $16.9 Million 2.98%
% of portfolio
11.69%
Previous 4.42%

Shares

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

Apr 11, 2024
BUY
$110.11 - $110.57 $440,880 - $442,722
4,004 Added 2.6%
157,732 $17.4 Million
Q4 2023

Jan 29, 2024
BUY
$109.86 - $110.59 $9.91 Million - $9.98 Million
90,246 Added 142.16%
153,728 $16.9 Million
Q3 2023

Nov 01, 2023
BUY
$109.99 - $110.5 $6.98 Million - $7.01 Million
63,482 New
63,482 $7.01 Million
Q4 2022

Jan 13, 2023
BUY
$109.74 - $110.1 $2.02 Million - $2.03 Million
18,397 Added 48.6%
56,249 $0
Q3 2022

Oct 18, 2022
BUY
$109.92 - $110.13 $4.16 Million - $4.17 Million
37,852 New
37,852 $4.16 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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