A detailed history of Authentikos Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Authentikos Wealth Advisory, LLC holds 7,889 shares of SHV stock, worth $867,947. This represents 0.84% of its overall portfolio holdings.

Number of Shares
7,889
Holding current value
$867,947
% of portfolio
0.84%

Shares

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

Oct 24, 2024

BUY
$110.05 - $110.63 $868,184 - $872,760
7,889 New
7,889 $873 Million
Q1 2024

May 13, 2024

BUY
$110.11 - $110.57 $111,100 - $111,565
1,009 Added 12.53%
9,064 $1 Billion
Q4 2023

Jan 30, 2024

SELL
$109.86 - $110.59 $90,085 - $90,683
-820 Reduced 9.24%
8,055 $887 Million
Q3 2023

Nov 06, 2023

SELL
$109.99 - $110.5 $98,441 - $98,897
-895 Reduced 9.16%
8,875 $980 Million
Q2 2023

Jul 20, 2023

BUY
$110.0 - $110.45 $707,850 - $710,745
6,435 Added 192.95%
9,770 $1.08 Billion
Q1 2023

Apr 04, 2023

BUY
$109.94 - $110.5 $366,649 - $368,517
3,335 New
3,335 $367 Million

Others Institutions Holding SHV

About ISHARES TR


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

Track Authentikos Wealth Advisory, LLC Portfolio

Follow Authentikos Wealth Advisory, 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 Authentikos Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Authentikos Wealth Advisory, LLC with notifications on news.