Kwb Wealth Ishares Tr Transaction History

Kwb Wealth

  • $785 Million
  • Q1 2025

A detailed history of Kwb Wealth transactions in Ishares Tr stock. As of the latest transaction made, Kwb Wealth holds 7,757 shares of SHV stock, worth $853,890. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,757
Previous 8,531 9.07%
Holding current value
$853,890
Previous $939,000 8.84%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$110.11 - $110.51 $85,225 - $85,534
-774 Reduced 9.07%
7,757 $856,000
Q4 2024

Jan 13, 2025
BUY
$109.92 - $110.57 $12,091 - $12,162
110 Added 1.31%
8,531 $939,000
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

# of Institutions
805
Shares Held
102M
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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