Intergy Private Wealth, LLC Ishares Tr Transaction History

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 3,345 shares of SHV stock, worth $368,384. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,345
Previous 3,323 0.66%
Holding current value
$368,384
Previous $367,000 0.27%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 23, 2025
BUY
$109.92 - $110.57 $2,418 - $2,432
22 Added 0.66%
3,345 $368,000
Q3 2024

Oct 17, 2024
BUY
$110.05 - $110.63 $30,814 - $30,976
280 Added 9.2%
3,323 $367,000
Q2 2024

Jul 15, 2024
BUY
$110.04 - $110.51 $52,269 - $52,492
475 Added 18.5%
3,043 $336,000
Q4 2023

Jan 11, 2024
BUY
$109.86 - $110.59 $5,493 - $5,529
50 Added 1.99%
2,568 $282,000
Q3 2023

Oct 19, 2023
BUY
$109.99 - $110.5 $276,954 - $278,239
2,518 New
2,518 $278,000

Others Institutions Holding SHV

# of Institutions
730
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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