Fortress Wealth Group, LLC Ishares Tr Transaction History

Fortress Wealth Group, LLC

  • $179 Million
  • Q1 2024

A detailed history of Fortress Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 3,125 shares of SHV stock, worth $343,968. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,125
Previous 4,363 28.37%
Holding current value
$343,968
Previous $480,000 28.13%
% of portfolio
0.19%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$110.11 - $110.57 $136,316 - $136,885
-1,238 Reduced 28.37%
3,125 $345,000
Q4 2023

Jan 12, 2024
SELL
$109.86 - $110.59 $11 Million - $11.1 Million
-100,008 Reduced 95.82%
4,363 $480,000
Q3 2023

Oct 12, 2023
BUY
$109.99 - $110.5 $11.5 Million - $11.5 Million
104,371 New
104,371 $11.5 Million
Q4 2022

Feb 07, 2023
BUY
$109.74 - $110.1 $1.11 Million - $1.11 Million
10,118 New
10,118 $1.11 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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