Courage Miller Partners, LLC Ishares Tr Transaction History

Courage Miller Partners, LLC

$294 Million
Q1 2025

A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 8,923 shares of SHV stock, worth $984,920. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,923

Previous 8,827 1.09%

Holding current value

$984,920

Previous $971,000 1.44%

% of portfolio

0.33%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$110.11 - $110.51 $10,570 - $10,608	96 Added 1.09%	8,923 $985,000
Q4 2024 Jan 16, 2025	BUY	$109.92 - $110.57 $1,758 - $1,769	16 Added 0.18%	8,827 $971,000
Q3 2024 Oct 21, 2024	BUY	$110.05 - $110.63 $62,178 - $62,505	565 Added 6.85%	8,811 $974,000
Q2 2024 Jul 25, 2024	SELL	$110.04 - $110.51 $16,946 - $17,018	-154 Reduced 1.83%	8,246 $911,000
Q1 2024 Apr 15, 2024	SELL	$110.11 - $110.57 $40,190 - $40,358	-365 Reduced 4.16%	8,400 $928,000
Q4 2023 Jan 19, 2024	SELL	$109.86 - $110.59 $276,407 - $278,244	-2,516 Reduced 22.3%	8,765 $965,000
Q3 2023 Oct 13, 2023	BUY	$109.99 - $110.5 $7,589 - $7,624	69 Added 0.62%	11,281 $1.25 Million
Q2 2023 Jul 20, 2023	SELL	$110.0 - $110.45 $3,080 - $3,092	-28 Reduced 0.25%	11,212 $1.24 Million
Q1 2023 Apr 21, 2023	SELL	$109.94 - $110.5 $1,978 - $1,989	-18 Reduced 0.16%	11,240 $1.24 Million
Q4 2022 Jan 27, 2023	SELL	$109.74 - $110.1 $110,837 - $111,201	-1,010 Reduced 8.23%	11,258 $1.24 Million
Q3 2022 Oct 18, 2022	SELL	$109.92 - $110.13 $11,211 - $11,233	-102 Reduced 0.82%	12,268 $1.35 Million
Q1 2022 May 06, 2022	BUY	$110.22 - $110.4 $4,298 - $4,305	39 Added 0.32%	12,370 $1.36 Million
Q4 2021 Jan 19, 2022	BUY	$110.39 - $110.47 $145,714 - $145,820	1,320 Added 11.99%	12,331 $1.36 Million
Q3 2021 Nov 05, 2021	BUY	$110.46 - $110.49 $174,305 - $174,353	1,578 Added 16.73%	11,011 $1.22 Million
Q2 2021 Jul 28, 2021	BUY	$110.48 - $110.53 $151,468 - $151,536	1,371 Added 17.01%	9,433 $1.04 Million
Q1 2021 Apr 26, 2021	BUY	$110.51 - $110.53 $93,491 - $93,508	846 Added 11.72%	8,062 $891,000
Q4 2020 Jan 28, 2021	BUY	$110.51 - $110.7 $217,483 - $217,857	1,968 Added 37.5%	7,216 $798,000
Q2 2020 Jul 23, 2020	SELL	$110.71 - $110.94 $3,321 - $3,328	-30 Reduced 0.57%	5,248 $581,000
Q1 2020 Apr 14, 2020	BUY	$110.45 - $111.07 $45,394 - $45,649	411 Added 8.44%	5,278 $585,000
Q4 2019 Jan 15, 2020	BUY	$110.39 - $110.72 $22,629 - $22,697	205 Added 4.4%	4,867 $538,000
Q3 2019 Oct 21, 2019	BUY	$110.45 - $110.67 $2,209 - $2,213	20 Added 0.43%	4,662 $516,000
Q2 2019 Jul 30, 2019	BUY	$110.35 - $110.67 $512,244 - $513,730	4,642 New	4,642 $513,000

Others Institutions Holding SHV

# of Institutions

801

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Ishares Tr Transaction History