Flagship Private Wealth, LLC Ishares Tr Transaction History

Flagship Private Wealth, LLC

  • $207 Million
  • Q4 2024

A detailed history of Flagship Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 36,228 shares of SHV stock, worth $4 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
36,228
Previous 9,307 289.26%
Holding current value
$4 Million
Previous $1.03 Million 287.66%
% of portfolio
1.93%
Previous 0.53%

Shares

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

Jan 21, 2025
BUY
$109.92 - $110.57 $2.96 Million - $2.98 Million
26,921 Added 289.26%
36,228 $3.99 Million
Q3 2024

Oct 30, 2024
BUY
$110.05 - $110.63 $234,406 - $235,641
2,130 Added 29.68%
9,307 $1.03 Million
Q2 2024

Jul 22, 2024
SELL
$110.04 - $110.51 $175,623 - $176,373
-1,596 Reduced 18.19%
7,177 $793,000
Q1 2024

Apr 30, 2024
BUY
$110.11 - $110.57 $965,995 - $970,030
8,773 New
8,773 $969,000

Others Institutions Holding SHV

# of Institutions
728
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
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