Mgb Wealth Management, LLC Ishares Tr Transaction History

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

A detailed history of Mgb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 5,370 shares of SHV stock, worth $591,720. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,370
Previous 2,233 140.48%
Holding current value
$591,720
Previous $247 Million 139.35%
% of portfolio
0.18%
Previous 0.09%

Shares

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

Jan 29, 2025
BUY
$109.92 - $110.57 $344,819 - $346,858
3,137 Added 140.48%
5,370 $591 Million
Q1 2024

May 06, 2024
SELL
$110.11 - $110.57 $17,617 - $17,691
-160 Reduced 6.69%
2,233 $247 Million
Q4 2023

Apr 22, 2024
BUY
$109.86 - $110.59 $262,894 - $264,641
2,393 New
2,393 $264 Million

Others Institutions Holding SHV

# of Institutions
754
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 Mgb Wealth Management, LLC Portfolio

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

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email