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 $616,952. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,600
Previous 5,600 -0.0%
Holding current value
$616,952
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
711
Shares Held
94.4M
Call Options Held
0
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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