A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 6,748 shares of SHV stock, worth $745,721. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,748
Previous 5,158 30.83%
Holding current value
$745,721
Previous $570,000 30.35%
% of portfolio
0.17%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$109.92 - $110.57 $174,772 - $175,806
1,590 Added 30.83%
6,748 $743,000
Q3 2024

Oct 08, 2024

BUY
$110.05 - $110.63 $6,052 - $6,084
55 Added 1.08%
5,158 $570,000
Q2 2024

Jul 15, 2024

BUY
$110.04 - $110.51 $292,156 - $293,404
2,655 Added 108.46%
5,103 $563,000
Q1 2024

Apr 15, 2024

BUY
$110.11 - $110.57 $269,549 - $270,675
2,448 New
2,448 $270,000

Others Institutions Holding SHV

About ISHARES TR


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