Sharkey, Howes & Javer Spdr Nuveen Bloomberg Short Te Transaction History

Sharkey, Howes & Javer

$665 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	SELL	$46.84 - $47.32 $79,955 - $80,775	-1,707 Reduced 25.71%	4,933 $232,000
Q1 2024 Apr 18, 2024	SELL	$47.44 - $47.9 $204,181 - $206,161	-4,304 Reduced 39.33%	6,640 $315,000
Q4 2023 Jan 19, 2024	SELL	$46.12 - $47.85 $285,621 - $296,335	-6,193 Reduced 36.14%	10,944 $523,000
Q3 2023 Oct 31, 2023	SELL	$46.19 - $47.22 $330,397 - $337,764	-7,153 Reduced 29.45%	17,137 $792,000
Q2 2023 Jul 14, 2023	SELL	$46.54 - $47.72 $550,102 - $564,050	-11,820 Reduced 32.73%	24,290 $1.14 Million
Q1 2023 Apr 18, 2023	SELL	$46.61 - $47.68 $2.31 Million - $2.36 Million	-49,571 Reduced 57.86%	36,110 $1.72 Million
Q4 2022 Jan 30, 2023	SELL	$45.97 - $47.2 $11.6 Million - $11.9 Million	-252,072 Reduced 74.63%	85,681 $4.03 Million
Q3 2022 Nov 02, 2022	BUY	$46.05 - $47.82 $15.6 Million - $16.2 Million	337,753 New	337,753 $15.6 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$775 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$282 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$269 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$232 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$227 Million
0.05% of portfolio

About SPDR NUVEEN BLOOMBERG SHORT TE

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