A detailed history of Flagship Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 9,307 shares of SHV stock, worth $1.02 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,307
Previous 7,177 29.68%
Holding current value
$1.02 Million
Previous $793,000 29.76%
% of portfolio
0.53%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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