Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,163 shares of SHV stock, worth $238,276. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,163
Previous 2,437 11.24%
Holding current value
$238,276
Previous $269,000 11.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$110.05 - $110.63 $30,153 - $30,312
-274 Reduced 11.24%
2,163 $239,000
Q2 2024

Aug 14, 2024
SELL
$110.04 - $110.51 $113,121 - $113,604
-1,028 Reduced 29.67%
2,437 $269,000
Q1 2024

May 15, 2024
SELL
$110.11 - $110.57 $351,250 - $352,718
-3,190 Reduced 47.93%
3,465 $383,000
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $15,380 - $15,482
-140 Reduced 2.06%
6,655 $732,000
Q3 2023

Nov 14, 2023
BUY
$109.99 - $110.5 $88,431 - $88,842
804 Added 13.42%
6,795 $750,000
Q2 2023

Aug 14, 2023
BUY
$110.0 - $110.45 $399,080 - $400,712
3,628 Added 153.53%
5,991 $661,000
Q1 2023

May 15, 2023
BUY
$109.94 - $110.5 $57,168 - $57,460
520 Added 28.21%
2,363 $261,000
Q4 2022

Feb 14, 2023
SELL
$109.74 - $110.1 $66,941 - $67,161
-610 Reduced 24.87%
1,843 $202,000
Q3 2022

Nov 22, 2022
BUY
$109.92 - $110.13 $67,051 - $67,179
610 Added 33.1%
2,453 $270,000
Q2 2022

Aug 15, 2022
BUY
$109.96 - $110.28 $3,078 - $3,087
28 Added 1.54%
1,843 $203,000
Q4 2021

Feb 14, 2022
SELL
$110.39 - $110.47 $175,851 - $175,978
-1,593 Reduced 46.74%
1,815 $200,000
Q3 2021

Nov 15, 2021
SELL
$110.46 - $110.49 $47,497 - $47,510
-430 Reduced 11.2%
3,408 $376,000
Q2 2021

Aug 16, 2021
BUY
$110.48 - $110.53 $159,975 - $160,047
1,448 Added 60.59%
3,838 $424,000
Q1 2021

May 18, 2021
BUY
$110.51 - $110.53 $264,118 - $264,166
2,390 New
2,390 $264,000
Q1 2020

May 13, 2020
SELL
$110.45 - $111.07 $312,904 - $314,661
-2,833 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$110.39 - $110.72 $3,090 - $3,100
28 Added 1.0%
2,833 $313,000
Q3 2019

Nov 15, 2019
BUY
$110.45 - $110.67 $309,812 - $310,429
2,805 New
2,805 $310,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
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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