Milestone Wealth, LLC Ishares Tr Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Wealth, LLC holds 5,600 shares of SHV stock, worth $617,736. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,600
Previous 5,600 -0.0%
Holding current value
$617,736
Previous $617,000 -0.0%
% of portfolio
0.66%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022
SELL
$109.92 - $110.13 $124,869 - $125,107
-1,136 Reduced 20.29%
4,464 $491,000
Q4 2021

Feb 16, 2022
BUY
$110.39 - $110.47 $618,184 - $618,632
5,600 New
5,600 $618,000

Others Institutions Holding SHV

# of Institutions
724
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, LLC 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 Milestone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email