Udine Wealth Management, Inc. Ishares Tr Transaction History

Udine Wealth Management, Inc.

  • $153 Million
  • Q4 2024

A detailed history of Udine Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Udine Wealth Management, Inc. holds 107,750 shares of SHV stock, worth $11.9 Million. This represents 7.76% of its overall portfolio holdings.

Number of Shares
107,750
Previous 107,750 -0.0%
Holding current value
$11.9 Million
Previous $11.9 Million 0.47%
% of portfolio
7.76%
Previous 8.52%

Shares

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

Apr 18, 2024
SELL
$110.11 - $110.57 $330,330 - $331,710
-3,000 Reduced 2.71%
107,750 $11.9 Million
Q4 2023

Jan 12, 2024
SELL
$109.86 - $110.59 $439,440 - $442,360
-4,000 Reduced 3.49%
110,750 $12.2 Million
Q3 2023

Oct 12, 2023
BUY
$109.99 - $110.5 $1.1 Million - $1.11 Million
10,000 Added 9.55%
114,750 $12.7 Million
Q2 2023

Jul 13, 2023
BUY
$110.0 - $110.45 $11.5 Million - $11.6 Million
104,750 New
104,750 $11.6 Million

Others Institutions Holding SHV

# of Institutions
776
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Udine Wealth Management, Inc. Portfolio

Follow Udine Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Udine Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Udine Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email