A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 763 shares of SHV stock, worth $84,265. This represents 0.05% of its overall portfolio holdings.

Number of Shares
763
Previous 10,716 92.88%
Holding current value
$84,265
Previous $1.18 Million 92.91%
% of portfolio
0.05%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$110.04 - $110.51 $1.1 Million - $1.1 Million
-9,953 Reduced 92.88%
763 $84,000
Q1 2024

May 14, 2024

SELL
$110.11 - $110.57 $1.92 Million - $1.93 Million
-17,469 Reduced 61.98%
10,716 $1.18 Million
Q4 2023

Mar 07, 2024

SELL
$109.86 - $110.59 $53,391 - $53,746
-486 Reduced 1.7%
28,185 $3.1 Million
Q3 2023

Nov 13, 2023

SELL
$109.99 - $110.5 $23,317 - $23,426
-212 Reduced 0.73%
28,671 $3.17 Million
Q2 2023

Aug 11, 2023

BUY
$110.0 - $110.45 $3.18 Million - $3.19 Million
28,883 New
28,883 $3.19 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.