A detailed history of Kwb Wealth transactions in Ishares Tr stock. As of the latest transaction made, Kwb Wealth holds 8,421 shares of SHV stock, worth $928,499. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,421
Previous 8,314 1.29%
Holding current value
$928,499
Previous $918,000 1.42%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 07, 2024

BUY
$110.05 - $110.63 $11,775 - $11,837
107 Added 1.29%
8,421 $931,000
Q1 2024

Apr 19, 2024

BUY
$110.11 - $110.57 $7,597 - $7,629
69 Added 0.84%
8,314 $919,000
Q4 2023

Jan 10, 2024

BUY
$109.86 - $110.59 $26,586 - $26,762
242 Added 3.02%
8,245 $908,000
Q2 2023

Jul 24, 2023

BUY
$110.0 - $110.45 $880,330 - $883,931
8,003 New
8,003 $883,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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