A detailed history of Golden State Equity Partners transactions in Ishares Tr stock. As of the latest transaction made, Golden State Equity Partners holds 115 shares of SHV stock, worth $12,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares
115
Previous 7,147 98.39%
Holding current value
$12,647
Previous $790,000 98.48%
% of portfolio
0.01%
Previous 0.18%

Shares

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

Oct 29, 2024

SELL
$110.05 - $110.63 $773,871 - $777,950
-7,032 Reduced 98.39%
115 $12,000
Q3 2024

Oct 25, 2024

BUY
$110.05 - $110.63 $59,647 - $59,961
542 Added 8.21%
7,147 $790,000
Q2 2024

Jul 29, 2024

BUY
$110.04 - $110.51 $124,895 - $125,428
1,135 Added 20.75%
6,605 $729,000
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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