Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 2,467 shares of SHV stock, worth $271,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,467
Previous 2,293 7.59%
Holding current value
$271,740
Previous $253,000 7.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2024
BUY
$110.05 - $110.63 $19,148 - $19,249
174 Added 7.59%
2,467 $272,000
Q2 2024

Aug 14, 2024
BUY
$110.04 - $110.51 $43,245 - $43,430
393 Added 20.68%
2,293 $253,000
Q1 2024

Apr 10, 2024
SELL
$110.11 - $110.57 $11,011 - $11,057
-100 Reduced 5.0%
1,900 $210,000
Q4 2022

Jan 25, 2023
BUY
$109.74 - $110.1 $219,480 - $220,200
2,000 New
2,000 $0

Others Institutions Holding SHV

# of Institutions
712
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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