Gerber Kawasaki Wealth & Investment Management Spdr Nuveen Bloomberg Short Te Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 279,889 shares of SHM stock, worth $13.5 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

279,889

Previous 254,196 10.11%

Holding current value

$13.5 Million

Previous $12.1 Million 9.52%

% of portfolio

0.67%

Previous 0.66%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$46.84 - $47.32 $1.2 Million - $1.22 Million	25,693 Added 10.11%	279,889 $13.2 Million
Q1 2024 May 13, 2024	BUY	$47.44 - $47.9 $1.16 Million - $1.17 Million	24,404 Added 10.62%	254,196 $12.1 Million
Q4 2023 Feb 12, 2024	BUY	$46.12 - $47.85 $1.47 Million - $1.53 Million	31,923 Added 16.13%	229,792 $11 Million
Q3 2023 Nov 14, 2023	BUY	$46.19 - $47.22 $1.88 Million - $1.92 Million	40,643 Added 25.85%	197,869 $9.15 Million
Q2 2023 Aug 10, 2023	BUY	$46.54 - $47.72 $1.36 Million - $1.4 Million	29,295 Added 22.9%	157,226 $7.4 Million
Q1 2023 May 15, 2023	BUY	$46.61 - $47.68 $354,795 - $362,940	7,612 Added 6.33%	127,931 $6.08 Million
Q4 2022 Feb 08, 2023	BUY	$45.97 - $47.2 $1.05 Million - $1.08 Million	22,939 Added 23.56%	120,319 $5.65 Million
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $541,640 - $562,458	11,762 Added 13.74%	97,380 $4.49 Million
Q2 2022 Aug 04, 2022	BUY	$46.52 - $47.45 $3.78 Million - $3.86 Million	81,308 Added 1886.5%	85,618 $4.04 Million
Q1 2022 May 12, 2022	SELL	$47.3 - $49.17 $34,292 - $35,648	-725 Reduced 14.4%	4,310 $203,000
Q4 2021 Feb 11, 2022	BUY	$49.16 - $49.38 $17,697 - $17,776	360 Added 7.7%	5,035 $247,000
Q3 2021 Nov 15, 2021	SELL	$49.4 - $49.69 $73,112 - $73,541	-1,480 Reduced 24.05%	4,675 $230,000
Q2 2021 Aug 11, 2021	BUY	$49.5 - $49.73 $304,672 - $306,088	6,155 New	6,155 $305,000

Others Institutions Holding SHM

# of Institutions

460

Shares Held

78.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Gerber Kawasaki Wealth & Investment Management Spdr Nuveen Bloomberg Short Te Transaction History