Lfa Lugano Financial Advisors Sa Ishares Tr Transaction History

Lfa Lugano Financial Advisors Sa

$146 Million
Q1 2025

A detailed history of Lfa Lugano Financial Advisors Sa transactions in Ishares Tr stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 22,442 shares of SHV stock, worth $2.47 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

22,442

Previous 32,299 30.52%

Holding current value

$2.47 Million

Previous $3.56 Million 30.31%

% of portfolio

1.7%

Previous 2.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$110.11 - $110.51 $1.09 Million - $1.09 Million	-9,857 Reduced 30.52%	22,442 $2.48 Million
Q4 2024 Feb 10, 2025	BUY	$109.92 - $110.57 $3.55 Million - $3.57 Million	32,299 New	32,299 $3.56 Million
Q4 2021 Jan 20, 2022	SELL	$110.39 - $110.47 $50,337 - $50,374	-456 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$110.71 - $110.94 $50,483 - $50,588	456 New	456 $50,000
Q1 2020 Apr 08, 2020	SELL	$110.45 - $111.07 $50,365 - $50,647	-456 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$110.39 - $110.72 $50,337 - $50,488	456 New	456 $50,000
Q1 2019 Apr 30, 2019	SELL	$110.31 - $110.57 $80,526 - $80,716	-730 Closed	0 $0
Q2 2018 Sep 04, 2018	SELL	N/A	-79,323 Reduced 99.09%	730 $80,000
Q2 2018 Aug 30, 2018	BUY	N/A	80,053 New	80,053 $80,000

Others Institutions Holding SHV

# of Institutions

805

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Lfa Lugano Financial Advisors Sa Ishares Tr Transaction History