Destiny Wealth Partners, LLC Ishares Tr Transaction History

Destiny Wealth Partners, LLC

$547 Million
Q1 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 167,164 shares of SHV stock, worth $18.5 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

167,164

Previous 164,744 1.47%

Holding current value

$18.5 Million

Previous $18.1 Million 1.85%

% of portfolio

3.38%

Previous 3.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	BUY	$110.11 - $110.57 $266,466 - $267,579	2,420 Added 1.47%	167,164 $18.5 Million
Q4 2023 Jan 19, 2024	BUY	$109.86 - $110.59 $5.61 Million - $5.65 Million	51,045 Added 44.89%	164,744 $18.1 Million
Q3 2023 Oct 10, 2023	SELL	$109.99 - $110.5 $3.44 Million - $3.45 Million	-31,253 Reduced 21.56%	113,699 $12.6 Million
Q2 2023 Jul 26, 2023	SELL	$110.0 - $110.45 $502,150 - $504,204	-4,565 Reduced 3.05%	144,952 $16 Million
Q1 2023 Apr 26, 2023	BUY	$109.94 - $110.5 $160,072 - $160,888	1,456 Added 0.98%	149,517 $16.5 Million

Q4 2022 Jan 26, 2023	BUY	$109.74 - $110.1 $16.2 Million - $16.3 Million	148,061 New	148,061 $0
Q1 2021 Apr 22, 2021	SELL	$110.51 - $110.53 $25,085 - $25,090	-227 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$110.51 - $110.7 $25,085 - $25,128	227 New	227 $25,000

Others Institutions Holding SHV

# of Institutions

710

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Destiny Wealth Partners, LLC Ishares Tr Transaction History