A detailed history of Physician Wealth Solutions Inc. transactions in Ishares Tr stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 3,644 shares of SHV stock, worth $400,985. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,324 9.63%
Holding current value
$400,985
Previous $367 Million 9.68%
% of portfolio
0.2%
Previous 0.26%

Shares

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

Oct 31, 2024

BUY
$110.05 - $110.63 $35,216 - $35,401
320 Added 9.63%
3,644 $403 Million
Q2 2024

Jul 15, 2024

BUY
$110.04 - $110.51 $11,334 - $11,382
103 Added 3.2%
3,324 $367 Million
Q1 2024

Apr 22, 2024

SELL
$110.11 - $110.57 $48,228 - $48,429
-438 Reduced 11.97%
3,221 $356 Million
Q4 2023

Jan 09, 2024

BUY
$109.86 - $110.59 $401,977 - $404,648
3,659 New
3,659 $403 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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