Tru Wealth Advisors, LLC Ishares Tr Transaction History

Tru Wealth Advisors, LLC

  • $1.43 Billion
  • Q1 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 4,760 shares of SHV stock, worth $523,933. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,760
Previous 6,483 26.58%
Holding current value
$523,933
Previous $713,000 26.23%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$110.11 - $110.57 $189,719 - $190,512
-1,723 Reduced 26.58%
4,760 $526,000
Q4 2023

Jan 10, 2024
SELL
$109.86 - $110.59 $483,823 - $487,038
-4,404 Reduced 40.45%
6,483 $713,000
Q3 2023

Oct 10, 2023
BUY
$109.99 - $110.5 $629,912 - $632,833
5,727 Added 110.99%
10,887 $1.2 Million
Q2 2023

Aug 04, 2023
BUY
$110.0 - $110.45 $76,670 - $76,983
697 Added 15.62%
5,160 $569,000
Q1 2023

Apr 25, 2023
BUY
$109.94 - $110.5 $490,662 - $493,161
4,463 New
4,463 $493,000
Q2 2022

Jul 22, 2022
SELL
$109.96 - $110.28 $200,567 - $201,150
-1,824 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$110.22 - $110.4 $217,353 - $217,708
-1,972 Reduced 51.95%
1,824 $201,000
Q4 2021

Jan 19, 2022
SELL
$110.39 - $110.47 $28,039 - $28,059
-254 Reduced 6.27%
3,796 $419,000
Q3 2021

Oct 29, 2021
BUY
$110.46 - $110.49 $187,892 - $187,943
1,701 Added 72.41%
4,050 $447,000
Q2 2021

Jul 29, 2021
SELL
$110.48 - $110.53 $234,770 - $234,876
-2,125 Reduced 47.5%
2,349 $260,000
Q1 2021

May 10, 2021
SELL
$110.51 - $110.53 $535,973 - $536,070
-4,850 Reduced 52.02%
4,474 $494,000
Q4 2020

Jan 26, 2021
BUY
$110.51 - $110.7 $1.03 Million - $1.03 Million
9,324 New
9,324 $1.03 Million

Others Institutions Holding SHV

# of Institutions
711
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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