Dominguez Wealth Management Solutions, Inc. Ishares Tr Transaction History

Dominguez Wealth Management Solutions, Inc.

$138 Billion
Q3 2024

A detailed history of Dominguez Wealth Management Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Dominguez Wealth Management Solutions, Inc. holds 7,491 shares of SHV stock, worth $826,107. This represents 0.6% of its overall portfolio holdings.

Number of Shares

7,491

Previous 7,585 1.24%

Holding current value

$826,107

Previous $838 Million 1.12%

% of portfolio

0.6%

Previous 0.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	SELL	$110.05 - $110.63 $10,344 - $10,399	-94 Reduced 1.24%	7,491 $829 Million
Q2 2024 Jul 10, 2024	BUY	$110.04 - $110.51 $15,735 - $15,802	143 Added 1.92%	7,585 $838 Million
Q1 2024 Apr 18, 2024	SELL	$110.11 - $110.57 $11,891 - $11,941	-108 Reduced 1.43%	7,442 $823 Million
Q4 2023 Jan 09, 2024	SELL	$109.86 - $110.59 $258,280 - $259,997	-2,351 Reduced 23.75%	7,550 $832 Million
Q3 2023 Oct 18, 2023	BUY	$109.99 - $110.5 $322,820 - $324,317	2,935 Added 42.13%	9,901 $1.09 Billion
Q2 2023 Jul 13, 2023	BUY	$110.0 - $110.45 $319,990 - $321,299	2,909 Added 71.7%	6,966 $769 Million
Q1 2023 Apr 24, 2023	BUY	$109.94 - $110.5 $19,459 - $19,558	177 Added 4.56%	4,057 $448 Million
Q4 2022 Feb 13, 2023	BUY	$109.74 - $110.1 $425,791 - $427,188	3,880 New	3,880 $427 Million

Others Institutions Holding SHV

# of Institutions

716

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Dominguez Wealth Management Solutions, Inc. Ishares Tr Transaction History