Lauterbach Financial Advisors, LLC Ishares Tr Transaction History

Lauterbach Financial Advisors, LLC

  • $153 Million
  • Q1 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 1,868 shares of SHV stock, worth $206,339. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,868
Previous 1,855 0.7%
Holding current value
$206,339
Previous $204,000 0.98%
% of portfolio
0.13%
Previous 0.13%

Shares

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

May 05, 2025
BUY
$110.11 - $110.51 $1,431 - $1,436
13 Added 0.7%
1,868 $206,000
Q4 2024

Feb 07, 2025
BUY
$109.92 - $110.57 $3,297 - $3,317
30 Added 1.64%
1,855 $204,000
Q3 2024

Nov 01, 2024
BUY
$110.05 - $110.63 $200,841 - $201,899
1,825 New
1,825 $201,000

Others Institutions Holding SHV

# of Institutions
791
Shares Held
102M
Call Options Held
2K
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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