Seven Post Investment Office LP Ishares Tr Transaction History

Seven Post Investment Office LP

$261 Million
Q4 2024

A detailed history of Seven Post Investment Office LP transactions in Ishares Tr stock. As of the latest transaction made, Seven Post Investment Office LP holds 165,614 shares of SHV stock, worth $18.3 Million. This represents 6.98% of its overall portfolio holdings.

Number of Shares

165,614

Previous 156,979 5.5%

Holding current value

$18.3 Million

Previous $17.4 Million 5.0%

% of portfolio

6.98%

Previous 2.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$109.92 - $110.57 $949,159 - $954,771	8,635 Added 5.5%	165,614 $18.2 Million
Q3 2024 Oct 31, 2024	SELL	$110.05 - $110.63 $176,630 - $177,561	-1,605 Reduced 1.01%	156,979 $17.4 Million
Q2 2024 Aug 05, 2024	BUY	$110.04 - $110.51 $4.62 Million - $4.64 Million	41,954 Added 35.97%	158,584 $17.5 Million
Q1 2024 Apr 25, 2024	BUY	$110.11 - $110.57 $1.49 Million - $1.5 Million	13,526 Added 13.12%	116,630 $12.9 Million
Q4 2023 Feb 06, 2024	BUY	$109.86 - $110.59 $6.19 Million - $6.23 Million	56,324 Added 120.4%	103,104 $11.4 Million
Q3 2023 Nov 02, 2023	BUY	$109.99 - $110.5 $536,641 - $539,129	4,879 Added 11.64%	46,780 $5.17 Million
Q2 2023 Aug 08, 2023	BUY	$110.0 - $110.45 $4.61 Million - $4.63 Million	41,901 New	41,901 $4.63 Million

Others Institutions Holding SHV

# of Institutions

730

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
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Seven Post Investment Office LP Ishares Tr Transaction History