Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $165 Million
  • Q1 2024

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 6,750 shares of SHV stock, worth $745,942. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,750
Previous 6,750 -0.0%
Holding current value
$745,942
Previous $743,000 0.4%
% of portfolio
0.45%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
SELL
$109.94 - $110.5 $846,538 - $850,850
-7,700 Reduced 53.29%
6,750 $745,000
Q2 2022

Jul 22, 2022
BUY
$109.96 - $110.28 $1.59 Million - $1.59 Million
14,450 New
14,450 $1.59 Million

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
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