Kfa Private Wealth Group, LLC Ishares Tr Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 84,503 shares of SHV stock, worth $9.32 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
84,503
Previous 92,953 9.09%
Holding current value
$9.32 Million
Previous $10.3 Million 9.52%
% of portfolio
3.89%
Previous 4.92%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$109.92 - $110.57 $928,824 - $934,316
-8,450 Reduced 9.09%
84,503 $9.3 Million
Q3 2024

Oct 18, 2024
SELL
$110.05 - $110.63 $2.82 Million - $2.83 Million
-25,585 Reduced 21.58%
92,953 $10.3 Million
Q2 2024

Aug 07, 2024
SELL
$110.04 - $110.51 $11 Million - $11 Million
-99,553 Reduced 45.65%
118,538 $13.1 Million
Q1 2024

May 01, 2024
BUY
$110.11 - $110.57 $1.36 Million - $1.36 Million
12,327 Added 5.99%
218,091 $24.1 Million
Q4 2023

Feb 02, 2024
BUY
$109.86 - $110.59 $4.15 Million - $4.18 Million
37,812 Added 22.51%
205,764 $22.7 Million
Q3 2023

Oct 25, 2023
BUY
$109.99 - $110.5 $634,972 - $637,916
5,773 Added 3.56%
167,952 $18.6 Million
Q2 2023

Jul 18, 2023
BUY
$110.0 - $110.45 $9.8 Million - $9.84 Million
89,080 Added 121.86%
162,179 $17.9 Million
Q1 2023

May 05, 2023
BUY
$109.94 - $110.5 $608,078 - $611,175
5,531 Added 8.19%
73,099 $8.08 Million
Q4 2022

Jan 31, 2023
BUY
$109.74 - $110.1 $21,399 - $21,469
195 Added 0.29%
67,568 $7.43 Million
Q3 2022

Nov 02, 2022
BUY
$109.92 - $110.13 $41,549 - $41,629
378 Added 0.56%
67,373 $7.41 Million
Q2 2022

Jul 18, 2022
BUY
$109.96 - $110.28 $832,507 - $834,929
7,571 Added 12.74%
66,995 $7.38 Million
Q1 2022

May 02, 2022
BUY
$110.22 - $110.4 $58,306 - $58,401
529 Added 0.9%
59,424 $6.55 Million
Q4 2021

Jan 26, 2022
SELL
$110.39 - $110.47 $187,552 - $187,688
-1,699 Reduced 2.8%
58,895 $6.5 Million
Q3 2021

Oct 18, 2021
SELL
$110.46 - $110.49 $289,957 - $290,036
-2,625 Reduced 4.15%
60,594 $6.69 Million
Q2 2021

Jul 22, 2021
BUY
$110.48 - $110.53 $36,458 - $36,474
330 Added 0.52%
63,219 $6.99 Million
Q1 2021

May 06, 2021
SELL
$110.51 - $110.53 $145,873 - $145,899
-1,320 Reduced 2.06%
62,889 $6.95 Million
Q4 2020

Mar 08, 2021
BUY
$110.51 - $110.7 $641,510 - $642,613
5,805 Added 9.94%
64,209 $7.1 Million
Q3 2020

Nov 04, 2020
BUY
$110.7 - $110.74 $497,043 - $497,222
4,490 Added 8.33%
58,404 $6.47 Million
Q2 2020

Jul 28, 2020
BUY
$110.71 - $110.94 $3.09 Million - $3.09 Million
27,866 Added 106.98%
53,914 $5.97 Million
Q1 2020

Apr 23, 2020
BUY
$110.45 - $111.07 $659,717 - $663,421
5,973 Added 29.75%
26,048 $2.89 Million
Q4 2019

Jan 28, 2020
BUY
$110.39 - $110.72 $2.22 Million - $2.22 Million
20,075 New
20,075 $2.22 Million

Others Institutions Holding SHV

# of Institutions
772
Shares Held
94.5M
Call Options Held
2K
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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