Boston Standard Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Boston Standard Wealth Management, LLC

  • $515 Billion
  • Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 41,458 shares of SHM stock, worth $1.98 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
41,458
Previous 38,039 8.99%
Holding current value
$1.98 Million
Previous $1.83 Billion 7.32%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Jan 27, 2025
BUY
$47.26 - $48.18 $161,581 - $164,727
3,419 Added 8.99%
41,458 $1.97 Billion
Q3 2024

Oct 07, 2024
BUY
$47.01 - $48.2 $5,453 - $5,591
116 Added 0.31%
38,039 $1.83 Billion
Q2 2024

Jul 10, 2024
SELL
$46.84 - $47.32 $17,096 - $17,271
-365 Reduced 0.95%
37,923 $1.79 Billion
Q1 2024

Apr 11, 2024
BUY
$47.44 - $47.9 $251,242 - $253,678
5,296 Added 16.05%
38,288 $1.82 Billion
Q3 2023

Oct 10, 2023
BUY
$46.19 - $47.22 $415,248 - $424,507
8,990 Added 37.46%
32,992 $1.53 Billion
Q2 2023

Jul 06, 2023
BUY
$46.54 - $47.72 $289,944 - $297,295
6,230 Added 35.06%
24,002 $1.13 Billion
Q1 2023

Apr 04, 2023
BUY
$46.61 - $47.68 $7,271 - $7,438
156 Added 0.89%
17,772 $845 Million
Q4 2022

Jan 10, 2023
SELL
$45.97 - $47.2 $2,620 - $2,690
-57 Reduced 0.32%
17,616 $828 Million
Q3 2022

Oct 13, 2022
SELL
$46.05 - $47.82 $13,170 - $13,676
-286 Reduced 1.59%
17,673 $815 Million
Q2 2022

Jul 12, 2022
SELL
$46.52 - $47.45 $354,528 - $361,616
-7,621 Reduced 29.79%
17,959 $850 Million
Q1 2022

Apr 12, 2022
BUY
$47.3 - $49.17 $46,022 - $47,842
973 Added 3.95%
25,580 $1.21 Billion
Q4 2021

Jan 18, 2022
BUY
$49.16 - $49.38 $253,714 - $254,850
5,161 Added 26.54%
24,607 $1.21 Billion
Q3 2021

Oct 07, 2021
BUY
$49.4 - $49.69 $108,136 - $108,771
2,189 Added 12.68%
19,446 $961 Million
Q2 2021

Jul 13, 2021
BUY
$49.5 - $49.73 $24,255 - $24,367
490 Added 2.92%
17,257 $855 Million
Q1 2021

Apr 19, 2021
BUY
$49.43 - $49.87 $6,771 - $6,832
137 Added 0.82%
16,767 $0
Q4 2020

Jan 12, 2021
SELL
$49.66 - $49.86 $844 - $847
-17 Reduced 0.1%
16,630 $828 Million
Q3 2020

Oct 20, 2020
SELL
$49.76 - $50.06 $701,217 - $705,445
-14,092 Reduced 45.84%
16,647 $0
Q2 2020

Jul 06, 2020
BUY
$48.24 - $49.96 $30,005 - $31,075
622 Added 2.07%
30,739 $1.53 Billion
Q1 2020

Apr 13, 2020
BUY
$43.92 - $49.69 $92,715 - $104,895
2,111 Added 7.54%
30,117 $1.46 Billion
Q4 2019

Jan 06, 2020
BUY
$48.87 - $49.12 $1.37 Million - $1.38 Million
28,006 New
28,006 $1.38 Billion
Q3 2019

Oct 08, 2019
SELL
$48.76 - $49.06 $1.34 Million - $1.35 Million
-27,508 Closed
0 $0
Q2 2019

Jul 09, 2019
SELL
N/A
-270,270 Reduced 90.76%
27,508 $1.35 Billion
Q1 2019

Apr 11, 2019
BUY
N/A
270,518 Added 992.36%
297,778 $1.44 Billion
Q4 2018

Jan 10, 2019
BUY
N/A
15,347 Added 128.83%
27,260 $0
Q3 2018

Oct 03, 2018
BUY
N/A
2,996 Added 33.6%
11,913 $568 Million
Q1 2018

Apr 10, 2018
BUY
N/A
2,426 Added 37.37%
8,917 $426 Million
Q4 2017

Jan 09, 2018
BUY
N/A
6,491
6,491 $311 Million

Others Institutions Holding SHM

# of Institutions
439
Shares Held
73.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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