Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,116 shares of SHV stock, worth $563,118. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,116
Previous 5,290 3.29%
Holding current value
$563,118
Previous $584,000 3.25%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Oct 15, 2024
SELL
$110.05 - $110.63 $19,148 - $19,249
-174 Reduced 3.29%
5,116 $565,000
Q1 2023

May 02, 2023
BUY
$109.94 - $110.5 $10,994 - $11,050
100 Added 1.93%
5,290 $584,000
Q3 2022

Oct 24, 2022
BUY
$109.92 - $110.13 $19,126 - $19,162
174 Added 3.47%
5,190 $571,000
Q1 2022

Apr 29, 2022
SELL
$110.22 - $110.4 $11,022 - $11,040
-100 Reduced 1.95%
5,016 $553,000
Q4 2021

Feb 11, 2022
BUY
$110.39 - $110.47 $564,755 - $565,164
5,116 New
5,116 $564,000

Others Institutions Holding SHV

# of Institutions
725
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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