Edge Wealth Management LLC Ishares Tr Transaction History

Edge Wealth Management LLC

  • $475 Million
  • Q2 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 12,435 shares of SHV stock, worth $1.37 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,435
Previous 14,263 12.82%
Holding current value
$1.37 Million
Previous $1.58 Million 12.82%
% of portfolio
0.29%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
712
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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