Lake Hills Wealth Management, LLC Ishares Tr Transaction History

Lake Hills Wealth Management, LLC

  • $111 Million
  • Q1 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 11,075 shares of SHV stock, worth $1.22 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
11,075
Previous 38,346 71.12%
Holding current value
$1.22 Million
Previous $4.22 Million 71.02%
% of portfolio
1.1%
Previous 4.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 04, 2024
SELL
$110.11 - $110.57 $3 Million - $3.02 Million
-27,271 Reduced 71.12%
11,075 $1.22 Million
Q4 2023

Jan 22, 2024
BUY
$109.86 - $110.59 $2.11 Million - $2.12 Million
19,211 Added 100.4%
38,346 $4.22 Million
Q3 2023

Oct 16, 2023
BUY
$109.99 - $110.5 $2.1 Million - $2.11 Million
19,135 New
19,135 $2.11 Million
Q1 2023

Apr 19, 2023
SELL
$109.94 - $110.5 $5.41 Million - $5.44 Million
-49,248 Reduced 90.56%
5,132 $567,000
Q4 2022

Jan 17, 2023
BUY
$109.74 - $110.1 $5.97 Million - $5.99 Million
54,380 New
54,380 $0
Q2 2022

Jul 25, 2022
BUY
$109.96 - $110.28 $21.9 Million - $21.9 Million
198,751 New
198,751 $21.9 Million

Others Institutions Holding SHV

# of Institutions
710
Shares Held
94.4M
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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