Key Client Fiduciary Advisors, LLC Ishares Tr Transaction History

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 1,889 shares of SHV stock, worth $208,224. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,889
Previous 1,865 1.29%
Holding current value
$208,224
Previous $206,000 0.97%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 18, 2024
BUY
$110.05 - $110.63 $2,641 - $2,655
24 Added 1.29%
1,889 $208,000
Q2 2024

Jul 16, 2024
BUY
$110.04 - $110.51 $205,224 - $206,101
1,865 New
1,865 $206,000
Q3 2023

Nov 14, 2023
BUY
$109.99 - $110.5 $209,860 - $210,834
1,908 New
1,908 $210,000

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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