A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 8,400 shares of SHV stock, worth $928,200. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,400
Previous 8,765 4.16%
Holding current value
$928,200
Previous $965,000 3.83%
% of portfolio
0.33%
Previous 0.37%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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