Edge Wealth Management LLC Ishares Tr Transaction History

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Edge Wealth Management LLC holds 10,577 shares of SHV stock, worth $1.16 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,577
Previous 12,435 14.94%
Holding current value
$1.16 Million
Previous $1.37 Million 14.85%
% of portfolio
0.24%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$110.05 - $110.63 $204,472 - $205,550
-1,858 Reduced 14.94%
10,577 $1.17 Million
Q2 2024

Jul 12, 2024
SELL
$110.04 - $110.51 $201,153 - $202,012
-1,828 Reduced 12.82%
12,435 $1.37 Million
Q1 2024

Apr 15, 2024
SELL
$110.11 - $110.57 $241,030 - $242,037
-2,189 Reduced 13.31%
14,263 $1.58 Million
Q4 2023

Jan 11, 2024
SELL
$109.86 - $110.59 $1.57 Million - $1.58 Million
-14,295 Reduced 46.49%
16,452 $1.81 Million
Q3 2023

Oct 13, 2023
SELL
$109.99 - $110.5 $369,896 - $371,611
-3,363 Reduced 9.86%
30,747 $3.4 Million
Q2 2023

Jul 13, 2023
BUY
$110.0 - $110.45 $3.75 Million - $3.77 Million
34,110 New
34,110 $3.77 Million

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email