Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

$154 Million
Q1 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,875 shares of SHV stock, worth $206,381. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,875

Previous 1,960 4.34%

Holding current value

$206,381

Previous $215,000 3.72%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$110.11 - $110.57 $9,359 - $9,398	-85 Reduced 4.34%	1,875 $207,000
Q4 2023 Feb 08, 2024	BUY	$109.86 - $110.59 $13,183 - $13,270	120 Added 6.52%	1,960 $215,000
Q3 2023 Oct 30, 2023	BUY	$109.99 - $110.5 $202,381 - $203,320	1,840 New	1,840 $203,000
Q1 2022 May 11, 2022	SELL	$110.22 - $110.4 $9,478 - $9,494	-86 Reduced 1.61%	5,250 $579,000
Q2 2021 Jul 28, 2021	SELL	$110.48 - $110.53 $461,474 - $461,683	-4,177 Reduced 43.91%	5,336 $590,000

Q1 2021 May 10, 2021	BUY	$110.51 - $110.53 $461,600 - $461,683	4,177 Added 78.28%	9,513 $0
Q1 2021 May 10, 2021	BUY	$110.51 - $110.53 $187,867 - $187,901	1,700 Added 46.75%	5,336 $590,000
Q4 2020 May 10, 2021	BUY	$110.51 - $110.7 $401,814 - $402,505	3,636 New	3,636 $402,000

Others Institutions Holding SHV

# of Institutions

711

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC Ishares Tr Transaction History