Jessup Wealth Management, Inc Ishares Tr Transaction History

Jessup Wealth Management, Inc

  • $218 Billion
  • Q3 2024

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 2,344 shares of SHV stock, worth $258,238. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,344
Previous 2,214 5.87%
Holding current value
$258,238
Previous $245 Million 6.01%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 09, 2024
BUY
$110.05 - $110.63 $14,306 - $14,381
130 Added 5.87%
2,344 $259 Million
Q2 2024

Jul 26, 2024
SELL
$110.04 - $110.51 $14,415 - $14,476
-131 Reduced 5.59%
2,214 $245 Million
Q1 2024

Apr 15, 2024
BUY
$110.11 - $110.57 $258,207 - $259,286
2,345 New
2,345 $259 Million

Others Institutions Holding SHV

# of Institutions
711
Shares Held
102M
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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