Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 8,598 shares of SHV stock, worth $949,219. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,598

Previous 8,464 1.58%

Holding current value

$949,219

Previous $936 Million 1.1%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$109.92 - $110.57 $14,729 - $14,816	134 Added 1.58%	8,598 $947 Million
Q3 2024 Nov 12, 2024	BUY	$110.05 - $110.63 $11,775 - $11,837	107 Added 1.28%	8,464 $936 Million
Q2 2024 Aug 07, 2024	SELL	$110.04 - $110.51 $43,025 - $43,209	-391 Reduced 4.47%	8,357 $923 Million
Q1 2024 May 08, 2024	SELL	$110.11 - $110.57 $76,746 - $77,067	-697 Reduced 7.38%	8,748 $967 Million
Q4 2023 Jan 29, 2024	BUY	$109.86 - $110.59 $17,687 - $17,804	161 Added 1.73%	9,445 $1.04 Billion
Q3 2023 Nov 08, 2023	BUY	$109.99 - $110.5 $8,469 - $8,508	77 Added 0.84%	9,284 $1.03 Billion
Q2 2023 Aug 09, 2023	BUY	$110.0 - $110.45 $11,770 - $11,818	107 Added 1.18%	9,207 $1.01 Billion
Q1 2023 May 03, 2023	BUY	$109.94 - $110.5 $1 Million - $1.01 Million	9,100 New	9,100 $1.01 Billion

Others Institutions Holding SHV

# of Institutions

773

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Beverly Hills Private Wealth, LLC Ishares Tr Transaction History