Vital Stone Financial, LLC Ishares Tr Transaction History

Vital Stone Financial, LLC

  • $131 Million
  • Q1 2024

A detailed history of Vital Stone Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vital Stone Financial, LLC holds 1,827 shares of SHV stock, worth $201,097. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,827
Previous 1,803 1.33%
Holding current value
$201,097
Previous $199,000 1.51%
% of portfolio
0.15%
Previous 0.16%

Shares

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

May 06, 2024
BUY
$110.11 - $110.57 $2,642 - $2,653
24 Added 1.33%
1,827 $202,000
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $40,977 - $41,250
-373 Reduced 17.14%
1,803 $199,000
Q3 2023

Nov 15, 2023
SELL
$109.99 - $110.5 $7,369 - $7,403
-67 Reduced 2.99%
2,176 $240,000
Q2 2023

Aug 21, 2023
BUY
$110.0 - $110.45 $83,710 - $84,052
761 Added 51.35%
2,243 $247,000
Q1 2023

May 12, 2023
SELL
$109.94 - $110.5 $153,806 - $154,589
-1,399 Reduced 48.56%
1,482 $163,000
Q4 2022

Jan 30, 2023
BUY
$109.74 - $110.1 $316,160 - $317,198
2,881 New
2,881 $316 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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