Emerson Wealth, LLC Ishares Tr Transaction History

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Emerson Wealth, LLC holds 47,643 shares of SHV stock, worth $5.26 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
47,643
Previous 48,381 1.53%
Holding current value
$5.26 Million
Previous $503,000 1.59%
% of portfolio
0.32%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
$109.96 - $110.28 $81,150 - $81,386
-738 Reduced 1.53%
47,643 $495,000
Q1 2022

Apr 25, 2022
BUY
$110.22 - $110.4 $3,086 - $3,091
28 Added 0.06%
48,381 $503,000
Q4 2021

Feb 09, 2022
SELL
$110.39 - $110.47 $758,931 - $759,481
-6,875 Reduced 12.45%
48,353 $504,000
Q3 2021

Oct 20, 2021
BUY
$110.46 - $110.49 $415,992 - $416,105
3,766 Added 7.32%
55,228 $577,000
Q2 2021

Aug 04, 2021
BUY
$110.48 - $110.53 $10,606 - $10,610
96 Added 0.19%
51,462 $538,000
Q1 2021

Apr 22, 2021
SELL
$110.51 - $110.53 $681,625 - $681,749
-6,168 Reduced 10.72%
51,366 $538,000
Q4 2020

Jan 29, 2021
SELL
$110.51 - $110.7 $102,553 - $102,729
-928 Reduced 1.59%
57,534 $603,000
Q3 2020

Oct 21, 2020
BUY
$110.7 - $110.74 $143,910 - $143,962
1,300 Added 2.27%
58,462 $613,000
Q2 2020

Jul 14, 2020
BUY
$110.71 - $110.94 $35,759 - $35,833
323 Added 0.57%
57,162 $600,000
Q1 2020

Apr 20, 2020
SELL
$110.45 - $111.07 $97,637 - $98,185
-884 Reduced 1.53%
56,839 $597,000
Q4 2019

Jan 21, 2020
SELL
$110.39 - $110.72 $328,851 - $329,834
-2,979 Reduced 4.91%
57,723 $602,000
Q3 2019

Oct 15, 2019
SELL
$110.45 - $110.67 $467,755 - $468,687
-4,235 Reduced 6.52%
60,702 $631,000
Q2 2019

Sep 27, 2019
BUY
$110.35 - $110.67 $7.17 Million - $7.19 Million
64,937 New
64,937 $671,000

Others Institutions Holding SHV

# of Institutions
772
Shares Held
94.5M
Call Options Held
2K
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 Emerson Wealth, LLC Portfolio

Follow Emerson Wealth, 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 Emerson Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerson Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email