Lake Point Wealth Management Ishares Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 41 shares of SHV stock, worth $4,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,528

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$109.96 - $110.28 $4.65 Million - $4.67 Million	-42,305 Reduced 99.9%	41 $5,000
Q1 2019 Jun 03, 2019	SELL	$110.31 - $110.57 $5,625 - $5,639	-51 Reduced 0.12%	42,346 $4.65 Million
Q4 2018 Aug 07, 2019	BUY	$110.21 - $110.47 $5,620 - $5,633	51 Added 0.12%	42,397 $4.68 Million
Q4 2018 Feb 21, 2019	BUY	$110.21 - $110.47 $4.67 Million - $4.68 Million	42,346 New	42,346 $4.65 Million

Others Institutions Holding SHV

# of Institutions

802

Shares Held

102M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$837 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$575 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$424 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.59M
Shares

$286 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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