Emerson Wealth, LLC Ishares Tr Transaction History

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Emerson Wealth, LLC holds 47,643 shares of SHV stock, worth $5.25 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
47,643
Previous 48,381 1.53%
Holding current value
$5.25 Million
Previous $503,000 1.59%
% of portfolio
0.32%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
$109.96 - $110.28 $81,150 - $81,386
-738 Reduced 1.53%
47,643 $495,000
Q1 2022

Apr 25, 2022
BUY
$110.22 - $110.4 $3,086 - $3,091
28 Added 0.06%
48,381 $503,000
Q4 2021

Feb 09, 2022
SELL
$110.39 - $110.47 $758,931 - $759,481
-6,875 Reduced 12.45%
48,353 $504,000
Q3 2021

Oct 20, 2021
BUY
$110.46 - $110.49 $415,992 - $416,105
3,766 Added 7.32%
55,228 $577,000
Q2 2021

Aug 04, 2021
BUY
$110.48 - $110.53 $10,606 - $10,610
96 Added 0.19%
51,462 $538,000
Q1 2021

Apr 22, 2021
SELL
$110.51 - $110.53 $681,625 - $681,749
-6,168 Reduced 10.72%
51,366 $538,000
Q4 2020

Jan 29, 2021
SELL
$110.51 - $110.7 $102,553 - $102,729
-928 Reduced 1.59%
57,534 $603,000
Q3 2020

Oct 21, 2020
BUY
$110.7 - $110.74 $143,910 - $143,962
1,300 Added 2.27%
58,462 $613,000
Q2 2020

Jul 14, 2020
BUY
$110.71 - $110.94 $35,759 - $35,833
323 Added 0.57%
57,162 $600,000
Q1 2020

Apr 20, 2020
SELL
$110.45 - $111.07 $97,637 - $98,185
-884 Reduced 1.53%
56,839 $597,000
Q4 2019

Jan 21, 2020
SELL
$110.39 - $110.72 $328,851 - $329,834
-2,979 Reduced 4.91%
57,723 $602,000
Q3 2019

Oct 15, 2019
SELL
$110.45 - $110.67 $467,755 - $468,687
-4,235 Reduced 6.52%
60,702 $631,000
Q2 2019

Sep 27, 2019
BUY
$110.35 - $110.67 $7.17 Million - $7.19 Million
64,937 New
64,937 $671,000

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
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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