Steel Peak Wealth Management LLC Ishares Tr Transaction History

Steel Peak Wealth Management LLC

  • $2.12 Billion
  • Q2 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,899 shares of SHV stock, worth $320,716. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,899
Previous 3,481 16.72%
Holding current value
$320,716
Previous $384,000 16.67%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$110.04 - $110.51 $64,043 - $64,316
-582 Reduced 16.72%
2,899 $320,000
Q1 2024

Apr 17, 2024
BUY
$110.11 - $110.57 $7,927 - $7,961
72 Added 2.11%
3,481 $384,000
Q4 2023

Jan 23, 2024
SELL
$109.86 - $110.59 $197,088 - $198,398
-1,794 Reduced 34.48%
3,409 $375,000
Q3 2023

Nov 02, 2023
BUY
$109.99 - $110.5 $299,502 - $300,891
2,723 Added 109.8%
5,203 $574,000
Q2 2023

Aug 02, 2023
SELL
$110.0 - $110.45 $48,180 - $48,377
-438 Reduced 15.01%
2,480 $273,000
Q1 2023

May 05, 2023
BUY
$109.94 - $110.5 $87,622 - $88,068
797 Added 37.58%
2,918 $322,000
Q4 2022

Jan 25, 2023
SELL
$109.74 - $110.1 $58,162 - $58,353
-530 Reduced 19.99%
2,121 $0
Q3 2022

Oct 26, 2022
SELL
$109.92 - $110.13 $45,177 - $45,263
-411 Reduced 13.42%
2,651 $292,000
Q2 2022

Aug 02, 2022
SELL
$109.96 - $110.28 $38,925 - $39,039
-354 Reduced 10.36%
3,062 $337,000
Q1 2022

May 10, 2022
BUY
$110.22 - $110.4 $376,511 - $377,126
3,416 New
3,416 $377,000

Others Institutions Holding SHV

# of Institutions
713
Shares Held
114M
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
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