Napa Wealth Management Ishares Tr Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Napa Wealth Management holds 7,072 shares of SHV stock, worth $778,202. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,072
Previous 23,204 69.52%
Holding current value
$778,202
Previous $2.56 Billion 69.49%
% of portfolio
0.37%
Previous 1.73%

Shares

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

Nov 07, 2024
SELL
$110.05 - $110.63 $1.78 Million - $1.78 Million
-16,132 Reduced 69.52%
7,072 $782 Million
Q2 2024

Aug 14, 2024
BUY
$110.04 - $110.51 $1.03 Million - $1.04 Million
9,381 Added 67.87%
23,204 $2.56 Billion
Q1 2024

Aug 14, 2024
BUY
$110.11 - $110.57 $830,229 - $833,697
7,540 Added 120.01%
13,823 $1.53 Billion
Q4 2023

Feb 22, 2024
BUY
$109.86 - $110.59 $690,250 - $694,836
6,283 New
6,283 $692 Million

Others Institutions Holding SHV

# of Institutions
725
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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email