Wooster Corthell Wealth Management, Inc. Ishares Tr Transaction History

Wooster Corthell Wealth Management, Inc.

  • $459 Million
  • Q4 2024

A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 15,803 shares of SHV stock, worth $1.75 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,803
Previous 15,367 2.84%
Holding current value
$1.75 Million
Previous $1.7 Million 2.35%
% of portfolio
0.38%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$109.92 - $110.57 $47,925 - $48,208
436 Added 2.84%
15,803 $1.74 Million
Q3 2024

Oct 21, 2024
BUY
$110.05 - $110.63 $304,288 - $305,891
2,765 Added 21.94%
15,367 $1.7 Million
Q2 2024

Jul 25, 2024
BUY
$110.04 - $110.51 $299,528 - $300,808
2,722 Added 27.55%
12,602 $1.39 Million
Q1 2024

Apr 29, 2024
BUY
$110.11 - $110.57 $479,198 - $481,200
4,352 Added 78.73%
9,880 $1.09 Million
Q4 2023

Jan 18, 2024
BUY
$109.86 - $110.59 $384,949 - $387,507
3,504 Added 173.12%
5,528 $608,000
Q3 2023

Oct 27, 2023
BUY
$109.99 - $110.5 $222,619 - $223,652
2,024 New
2,024 $223,000

Others Institutions Holding SHV

# of Institutions
780
Shares Held
95.3M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Wooster Corthell Wealth Management, Inc. Portfolio

Follow Wooster Corthell Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wooster Corthell Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wooster Corthell Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email