Spartan Planning & Wealth Management Ishares Tr Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 41 shares of SHV stock, worth $4,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41
Previous 29,131 99.86%
Holding current value
$4,530
Previous $3.22 Million 99.88%
% of portfolio
0.0%
Previous 3.84%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
SELL
$109.86 - $110.59 $3.2 Million - $3.22 Million
-29,090 Reduced 99.86%
41 $4,000
Q3 2023

Nov 17, 2023
BUY
$109.99 - $110.5 $701,406 - $704,658
6,377 Added 28.03%
29,131 $3.22 Million
Q4 2022

Feb 01, 2023
SELL
$109.74 - $110.1 $14 Million - $14 Million
-127,568 Reduced 84.86%
22,754 $2.5 Million
Q3 2022

Nov 01, 2022
SELL
$109.92 - $110.13 $5.38 Million - $5.39 Million
-48,976 Reduced 24.57%
150,322 $16.5 Million
Q2 2022

Aug 10, 2022
BUY
$109.96 - $110.28 $16.7 Million - $16.8 Million
152,296 Added 324.02%
199,298 $21.9 Million
Q1 2022

May 16, 2022
BUY
$110.22 - $110.4 $5.18 Million - $5.19 Million
47,002 New
47,002 $0

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
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email