Walkner Condon Financial Advisors LLC Ishares Tr Transaction History

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 3,519 shares of SHV stock, worth $387,441. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,519
Previous 3,448 2.06%
Holding current value
$387,441
Previous $379,000 2.37%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 22, 2024
BUY
$110.11 - $110.57 $7,817 - $7,850
71 Added 2.06%
3,519 $388,000
Q4 2023

Jan 23, 2024
SELL
$109.86 - $110.59 $320,241 - $322,369
-2,915 Reduced 45.81%
3,448 $379,000
Q3 2023

Oct 19, 2023
SELL
$109.99 - $110.5 $159,485 - $160,225
-1,450 Reduced 18.56%
6,363 $702,000
Q2 2023

Jul 21, 2023
BUY
$110.0 - $110.45 $12,650 - $12,701
115 Added 1.49%
7,813 $862,000
Q1 2023

Apr 20, 2023
BUY
$109.94 - $110.5 $846,318 - $850,629
7,698 New
7,698 $850,000
Q1 2021

Apr 13, 2021
SELL
$110.51 - $110.53 $470,772 - $470,857
-4,260 Closed
0 $0
Q3 2020

Nov 10, 2020
BUY
$110.7 - $110.74 $471,582 - $471,752
4,260 New
4,260 $472,000

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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