Forza Wealth Management, LLC Ishares Tr Transaction History

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 8,302 shares of SHV stock, worth $913,801. This represents 0.48% of its overall portfolio holdings.

Number of Shares
8,302
Previous 8,302 -0.0%
Holding current value
$913,801
Previous $914 Million 0.37%
% of portfolio
0.48%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$109.86 - $110.59 $153,804 - $154,826
-1,400 Reduced 14.43%
8,302 $914 Million
Q4 2022

Feb 06, 2023
BUY
$109.74 - $110.1 $1.06 Million - $1.07 Million
9,702 New
9,702 $1.07 Billion

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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