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 8.52% 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 0.12%
% of portfolio
8.52%
Previous 8.39%

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

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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