Flagship Private Wealth, LLC Ishares Tr Transaction History

Flagship Private Wealth, LLC

  • $168 Million
  • Q2 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 7,177 shares of SHV stock, worth $790,977. This represents 0.47% of its overall portfolio holdings.

Number of Shares
7,177
Previous 8,773 18.19%
Holding current value
$790,977
Previous $969,000 18.16%
% of portfolio
0.47%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Flagship Private Wealth, LLC Portfolio

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

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email