A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,170 shares of SHV stock, worth $678,823. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,170
Previous 11,053 44.18%
Holding current value
$678,823
Previous $1.22 Million 44.14%
% of portfolio
0.04%
Previous 0.09%

Shares

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

Oct 24, 2024

SELL
$110.05 - $110.63 $537,374 - $540,206
-4,883 Reduced 44.18%
6,170 $682,000
Q2 2024

Jul 29, 2024

SELL
$110.04 - $110.51 $212,597 - $213,505
-1,932 Reduced 14.88%
11,053 $1.22 Million
Q1 2024

Apr 30, 2024

SELL
$110.11 - $110.57 $399,148 - $400,816
-3,625 Reduced 21.82%
12,985 $1.44 Million
Q4 2023

Jan 24, 2024

BUY
$109.86 - $110.59 $1.09 Million - $1.1 Million
9,933 Added 148.76%
16,610 $1.83 Million
Q3 2023

Oct 13, 2023

BUY
$109.99 - $110.5 $223,059 - $224,094
2,028 Added 43.62%
6,677 $737,000
Q2 2023

Jul 26, 2023

BUY
$110.0 - $110.45 $199,100 - $199,914
1,810 Added 63.75%
4,649 $513,000
Q1 2023

May 02, 2023

BUY
$109.94 - $110.5 $312,119 - $313,709
2,839 New
2,839 $313,000
Q4 2021

Feb 03, 2022

SELL
$110.39 - $110.47 $24,727 - $24,745
-224 Closed
0 $0
Q1 2021

Apr 26, 2021

SELL
$110.51 - $110.53 $50,613 - $50,622
-458 Reduced 67.16%
224 $24,000
Q4 2020

Feb 09, 2021

BUY
$110.51 - $110.7 $53,265 - $53,357
482 Added 241.0%
682 $75,000
Q3 2020

Nov 10, 2020

BUY
$110.7 - $110.74 $22,140 - $22,148
200 New
200 $22.1 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.