Forza Wealth Management, LLC Ishares Tr Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 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 8,802 shares of SHV stock, worth $969,716. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,802
Previous 8,302 6.02%
Holding current value
$969,716
Previous $917 Million 6.15%
% of portfolio
0.45%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$110.05 - $110.63 $55,025 - $55,315
500 Added 6.02%
8,802 $974 Million
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
713
Shares Held
102M
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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