Heritage Wealth Partners, LLC Ishares Tr Transaction History

Heritage Wealth Partners, LLC

  • $49 Billion
  • Q1 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 12,905 shares of SHV stock, worth $1.42 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
12,905
Previous 12,905 -0.0%
Holding current value
$1.42 Million
Previous $1.42 Billion -0.0%
% of portfolio
2.9%
Previous 2.9%

Shares

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

Jan 19, 2024
SELL
$109.86 - $110.59 $293,436 - $295,385
-2,671 Reduced 17.15%
12,905 $1.42 Billion
Q3 2023

Oct 18, 2023
SELL
$109.99 - $110.5 $663,349 - $666,425
-6,031 Reduced 27.91%
15,576 $1.72 Billion
Q2 2023

Aug 11, 2023
BUY
$110.0 - $110.45 $1.4 Million - $1.41 Million
12,772 Added 144.56%
21,607 $2.39 Billion
Q1 2023

May 04, 2023
SELL
$109.94 - $110.5 $669,204 - $672,613
-6,087 Reduced 40.79%
8,835 $976 Million
Q4 2022

Feb 10, 2023
BUY
$109.74 - $110.1 $1.64 Million - $1.64 Million
14,922 New
14,922 $1.64 Billion

Others Institutions Holding SHV

# of Institutions
711
Shares Held
94.4M
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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