True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

  • $1.04 Billion
  • Q1 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 493,292 shares of SHV stock, worth $54.5 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares
493,292
Previous 443,862 11.14%
Holding current value
$54.5 Million
Previous $48.9 Million 11.55%
% of portfolio
5.23%
Previous 5.29%

Shares

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