Core Wealth Partners LLC Ishares Tr Transaction History

Core Wealth Partners LLC

  • $132 Billion
  • Q1 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Partners LLC holds 26,503 shares of SHV stock, worth $2.92 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
26,503
Previous 27,524 3.71%
Holding current value
$2.92 Million
Previous $3.03 Billion 3.35%
% of portfolio
2.21%
Previous 2.48%

Shares

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

Apr 19, 2024
SELL
$110.11 - $110.57 $112,422 - $112,891
-1,021 Reduced 3.71%
26,503 $2.93 Billion
Q4 2023

Feb 07, 2024
SELL
$109.86 - $110.59 $242,351 - $243,961
-2,206 Reduced 7.42%
27,524 $3.03 Billion
Q3 2023

Nov 13, 2023
SELL
$109.99 - $110.5 $105,590 - $106,080
-960 Reduced 3.13%
29,730 $3.28 Billion
Q2 2023

Aug 11, 2023
SELL
$110.0 - $110.45 $297,990 - $299,209
-2,709 Reduced 8.11%
30,690 $3.39 Billion
Q1 2023

May 11, 2023
SELL
$109.94 - $110.5 $335,756 - $337,467
-3,054 Reduced 8.38%
33,399 $3.69 Billion
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $4 Million - $4.01 Million
36,453 New
36,453 $3.87 Billion

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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