Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $184 Million
  • Q3 2024

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 6,750 shares of SHV stock, worth $744,052. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,750
Previous 6,750 -0.0%
Holding current value
$744,052
Previous $745,000 0.13%
% of portfolio
0.4%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
SELL
$109.94 - $110.5 $846,538 - $850,850
-7,700 Reduced 53.29%
6,750 $745,000
Q2 2022

Jul 22, 2022
BUY
$109.96 - $110.28 $1.59 Million - $1.59 Million
14,450 New
14,450 $1.59 Million

Others Institutions Holding SHV

# of Institutions
727
Shares Held
103M
Call Options Held
3.8K
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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