Alera Investment Advisors, LLC Ishares Tr Transaction History

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 4,196 shares of SHV stock, worth $462,525. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,196
Previous 3,831 9.53%
Holding current value
$462,525
Previous $423,000 9.69%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 14, 2024
BUY
$110.05 - $110.63 $40,168 - $40,379
365 Added 9.53%
4,196 $464,000
Q2 2024

Aug 13, 2024
BUY
$110.04 - $110.51 $421,563 - $423,363
3,831 New
3,831 $423,000
Q2 2019

Aug 07, 2019
SELL
$110.35 - $110.67 $10,152 - $10,181
-92 Closed
0 $0
Q1 2019

May 14, 2019
BUY
$110.31 - $110.57 $10,148 - $10,172
92 New
92 $10,000

Others Institutions Holding SHV

# of Institutions
727
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 Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email