Pb Mares Wealth Management LLC Ishares Tr Transaction History

Pb Mares Wealth Management LLC

  • $380 Million
  • Q1 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,456 shares of SHV stock, worth $271,388. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,456
Previous 2,658 7.6%
Holding current value
$271,388
Previous $292,000 7.19%
% of portfolio
0.07%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$110.11 - $110.57 $22,242 - $22,335
-202 Reduced 7.6%
2,456 $271,000
Q4 2023

Jan 26, 2024
SELL
$109.86 - $110.59 $237,077 - $238,653
-2,158 Reduced 44.81%
2,658 $292,000
Q3 2023

Oct 26, 2023
BUY
$109.99 - $110.5 $86,452 - $86,853
786 Added 19.5%
4,816 $532,000
Q2 2023

Jul 24, 2023
BUY
$110.0 - $110.45 $92,950 - $93,330
845 Added 26.53%
4,030 $445,000
Q1 2023

Apr 27, 2023
BUY
$109.94 - $110.5 $117,635 - $118,235
1,070 Added 50.59%
3,185 $351,000
Q4 2022

Jan 31, 2023
BUY
$109.74 - $110.1 $232,100 - $232,861
2,115 New
2,115 $232,000

Others Institutions Holding SHV

# of Institutions
710
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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