A detailed history of Golden State Equity Partners transactions in Ishares Tr stock. As of the latest transaction made, Golden State Equity Partners holds 5,470 shares of SHV stock, worth $602,082. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,470
Previous 9,751 43.9%
Holding current value
$602,082
Previous $1.08 Million 44.1%
% of portfolio
0.15%
Previous 0.31%

Shares

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

Feb 02, 2024

SELL
$109.86 - $110.59 $470,310 - $473,435
-4,281 Reduced 43.9%
5,470 $602,000
Q3 2023

Oct 20, 2023

SELL
$109.99 - $110.5 $73,253 - $73,593
-666 Reduced 6.39%
9,751 $1.08 Million
Q2 2023

Jul 19, 2023

BUY
$110.0 - $110.45 $1.15 Million - $1.15 Million
10,417 New
10,417 $1.15 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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