Montag A & Associates Inc Ishares Tr Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 1,132 shares of SHV stock, worth $124,893. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,132
Previous 906 24.94%
Holding current value
$124,893
Previous $100,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$110.05 - $110.63 $24,871 - $25,002
226 Added 24.94%
1,132 $125,000
Q1 2024

May 07, 2024
SELL
$110.11 - $110.57 $149,639 - $150,264
-1,359 Reduced 60.0%
906 $100,000
Q3 2023

Nov 09, 2023
BUY
$109.99 - $110.5 $249,127 - $250,282
2,265 New
2,265 $250,000

Others Institutions Holding SHV

# of Institutions
725
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
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