Trajan Wealth LLC Ishares Tr Transaction History

Trajan Wealth LLC

  • $1.7 Trillion
  • Q3 2024

A detailed history of Trajan Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Trajan Wealth LLC holds 170,643 shares of SHV stock, worth $18.8 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
170,643
Previous 145,320 17.43%
Holding current value
$18.8 Million
Previous $16.1 Billion 17.56%
% of portfolio
1.11%
Previous 1.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$110.05 - $110.63 $2.79 Million - $2.8 Million
25,323 Added 17.43%
170,643 $18.9 Billion
Q2 2024

Jul 26, 2024
SELL
$110.04 - $110.51 $87,481 - $87,855
-795 Reduced 0.54%
145,320 $16.1 Billion
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $16.1 Million - $16.2 Million
146,115 New
146,115 $16.2 Billion

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
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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