A detailed history of Ethos Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 23,382 shares of SHV stock, worth $2.58 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
23,382
Previous 93,117 74.89%
Holding current value
$2.58 Million
Previous $10.3 Million 75.01%
% of portfolio
0.39%
Previous 1.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

SELL
$109.92 - $110.57 $7.67 Million - $7.71 Million
-69,735 Reduced 74.89%
23,382 $2.57 Million
Q3 2024

Nov 07, 2024

BUY
$110.05 - $110.63 $402,783 - $404,905
3,660 Added 4.09%
93,117 $10.3 Million
Q2 2024

Aug 12, 2024

BUY
$110.04 - $110.51 $446,872 - $448,781
4,061 Added 4.76%
89,457 $9.89 Million
Q1 2024

May 08, 2024

BUY
$110.11 - $110.57 $256,996 - $258,070
2,334 Added 2.81%
85,396 $9.44 Million
Q4 2023

Feb 07, 2024

SELL
$109.86 - $110.59 $396,155 - $398,787
-3,606 Reduced 4.16%
83,062 $9.15 Million
Q3 2023

Nov 13, 2023

BUY
$109.99 - $110.5 $122,638 - $123,207
1,115 Added 1.3%
86,668 $9.57 Million
Q1 2023

Apr 20, 2023

SELL
$109.94 - $110.5 $832,795 - $837,037
-7,575 Reduced 8.13%
85,553 $9.45 Million
Q4 2022

Feb 09, 2023

BUY
$109.74 - $110.1 $10.2 Million - $10.3 Million
93,128 New
93,128 $10.2 Billion

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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