Wj Wealth Management, LLC Ishares Tr Transaction History

Wj Wealth Management, LLC

  • $249 Million
  • Q1 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wj Wealth Management, LLC holds 16,032 shares of SHV stock, worth $1.77 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
16,032
Previous 53,117 69.82%
Holding current value
$1.77 Million
Previous $5.85 Million 69.7%
% of portfolio
0.71%
Previous 2.55%

Shares

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

Apr 17, 2024
SELL
$110.11 - $110.57 $4.08 Million - $4.1 Million
-37,085 Reduced 69.82%
16,032 $1.77 Million
Q4 2023

Jan 12, 2024
SELL
$109.86 - $110.59 $9.46 Million - $9.52 Million
-86,124 Reduced 61.85%
53,117 $5.85 Million
Q3 2023

Oct 10, 2023
BUY
$109.99 - $110.5 $332,829 - $334,373
3,026 Added 2.22%
139,241 $15.4 Million
Q2 2023

Jul 11, 2023
BUY
$110.0 - $110.45 $3.5 Million - $3.51 Million
31,779 Added 30.43%
136,215 $15 Million
Q1 2023

Apr 12, 2023
BUY
$109.94 - $110.5 $11.5 Million - $11.5 Million
104,436 New
104,436 $11.5 Million

Others Institutions Holding SHV

# of Institutions
710
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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