Kwb Wealth Ishares Tr Transaction History

Kwb Wealth

  • $789 Million
  • Q4 2024

A detailed history of Kwb Wealth transactions in Ishares Tr stock. As of the latest transaction made, Kwb Wealth holds 8,531 shares of SHV stock, worth $941,310. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,531
Previous 8,421 1.31%
Holding current value
$941,310
Previous $931,000 0.86%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
727
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
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth 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 Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email