Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,859 shares of SHV stock, worth $205,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,859
Previous 2,163 14.05%
Holding current value
$205,438
Previous $239,000 14.23%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$110.05 - $110.63 $33,455 - $33,631
-304 Reduced 14.05%
1,859 $205,000
Q2 2024

Aug 08, 2024
BUY
$110.04 - $110.51 $13,204 - $13,261
120 Added 5.87%
2,163 $239,000
Q1 2024

May 06, 2024
BUY
$110.11 - $110.57 $224,954 - $225,894
2,043 New
2,043 $225,000
Q2 2023

Jul 31, 2023
BUY
$110.0 - $110.45 $863,720 - $867,253
7,852 New
7,852 $867,000
Q2 2022

Aug 09, 2022
BUY
$109.96 - $110.28 $284,026 - $284,853
2,583 New
2,583 $284,000

Others Institutions Holding SHV

# of Institutions
726
Shares Held
103M
Call Options Held
3.8K
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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