Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

  • $401 Million
  • Q1 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 454 shares of SHV stock, worth $49,985. This represents 0.01% of its overall portfolio holdings.

Number of Shares
454
Previous 454 -0.0%
Holding current value
$49,985
Previous $49,000 2.04%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $199,945 - $201,273
-1,820 Reduced 80.04%
454 $49,000
Q4 2022

Feb 14, 2023
BUY
$109.74 - $110.1 $199,726 - $200,382
1,820 Added 400.88%
2,274 $249,000
Q3 2022

Nov 15, 2022
BUY
$109.92 - $110.13 $49,903 - $49,999
454 New
454 $50,000
Q2 2020

Aug 06, 2020
SELL
$110.71 - $110.94 $57,569 - $57,688
-520 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$110.45 - $111.07 $57,434 - $57,756
520 New
520 $58,000

Others Institutions Holding SHV

# of Institutions
711
Shares Held
94.4M
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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email