A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 7,874 shares of SHV stock, worth $866,297. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,874
Previous 7,874 -0.0%
Holding current value
$866,297
Previous $870,000 0.11%
% of portfolio
0.28%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$110.04 - $110.51 $411,659 - $413,417
3,741 Added 90.52%
7,874 $870,000
Q3 2023

Nov 13, 2023

BUY
$109.99 - $110.5 $40,256 - $40,443
366 Added 9.72%
4,133 $456,000
Q2 2023

Aug 14, 2023

BUY
$110.0 - $110.45 $100,650 - $101,061
915 Added 32.08%
3,767 $416,000
Q1 2023

Apr 27, 2023

BUY
$109.94 - $110.5 $229,994 - $231,166
2,092 Added 275.26%
2,852 $315,000
Q4 2022

Feb 14, 2023

BUY
$109.74 - $110.1 $74,184 - $74,427
676 Added 804.76%
760 $83,000
Q3 2022

Nov 10, 2022

BUY
$109.92 - $110.13 $9,233 - $9,250
84 New
84 $9,000
Q2 2021

Aug 03, 2021

SELL
$110.48 - $110.53 $61,537 - $61,565
-557 Closed
0 $0
Q1 2021

May 04, 2021

SELL
$110.51 - $110.53 $8,177 - $8,179
-74 Reduced 11.73%
557 $62,000
Q4 2020

Feb 05, 2021

BUY
$110.51 - $110.7 $32,158 - $32,213
291 Added 85.59%
631 $70,000
Q2 2020

Jul 31, 2020

BUY
$110.71 - $110.94 $37,641 - $37,719
340 New
340 $38,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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