True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 551,299 shares of SHV stock, worth $60.7 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares

551,299

Previous 518,437 6.34%

Holding current value

$60.7 Million

Previous $57.4 Million 5.84%

% of portfolio

5.1%

Previous 4.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$109.92 - $110.57 $3.61 Million - $3.63 Million	32,862 Added 6.34%	551,299 $60.7 Million
Q3 2024 Oct 25, 2024	SELL	$110.05 - $110.63 $5.26 Million - $5.29 Million	-47,829 Reduced 8.45%	518,437 $57.4 Million
Q2 2024 Jul 12, 2024	BUY	$110.04 - $110.51 $8.03 Million - $8.06 Million	72,974 Added 14.79%	566,266 $62.6 Million
Q1 2024 Apr 19, 2024	BUY	$110.11 - $110.57 $5.44 Million - $5.47 Million	49,430 Added 11.14%	493,292 $54.5 Million
Q4 2023 Jan 19, 2024	BUY	$109.86 - $110.59 $21.9 Million - $22.1 Million	199,419 Added 81.58%	443,862 $48.9 Million
Q3 2023 Oct 30, 2023	BUY	$109.99 - $110.5 $26.9 Million - $27 Million	244,443 New	244,443 $27 Million

Others Institutions Holding SHV

# of Institutions

776

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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True Link Financial Advisors, LLC Ishares Tr Transaction History