A detailed history of Laurel Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 3,029 shares of SHV stock, worth $333,402. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,029
Previous 3,225 6.08%
Holding current value
$333,402
Previous $355,000 6.2%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$109.74 - $110.1 $21,509 - $21,579
-196 Reduced 6.08%
3,029 $333,000
Q3 2022

Nov 14, 2022

SELL
$109.92 - $110.13 $6,375 - $6,387
-58 Reduced 1.77%
3,225 $355,000
Q1 2022

May 13, 2022

BUY
$110.22 - $110.4 $3,967 - $3,974
36 Added 1.11%
3,283 $362,000
Q4 2021

Feb 14, 2022

BUY
$110.39 - $110.47 $358,436 - $358,696
3,247 New
3,247 $359,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Laurel Wealth Advisors, Inc. Portfolio

Follow Laurel Wealth Advisors, Inc. 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 Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.