Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 454 shares of SHV stock, worth $50,071. This represents 0.01% of its overall portfolio holdings.

Number of Shares
454
Previous 454 -0.0%
Holding current value
$50,071
Previous $50.2 Million 0.06%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$110.05 - $110.63 $49,962 - $50,226
454 New
454 $50.3 Million
Q2 2024

Aug 13, 2024
SELL
$110.04 - $110.51 $49,958 - $50,171
-454 Closed
0 $0
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $199,945 - $201,273
-1,820 Reduced 80.04%
454 $49,000
Q4 2022

Feb 14, 2023
BUY
$109.74 - $110.1 $199,726 - $200,382
1,820 Added 400.88%
2,274 $249,000
Q3 2022

Nov 15, 2022
BUY
$109.92 - $110.13 $49,903 - $49,999
454 New
454 $50,000
Q2 2020

Aug 06, 2020
SELL
$110.71 - $110.94 $57,569 - $57,688
-520 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$110.45 - $111.07 $57,434 - $57,756
520 New
520 $58,000

Others Institutions Holding SHV

# of Institutions
780
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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