Napa Wealth Management Ishares Tr Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Napa Wealth Management holds 7,072 shares of SHV stock, worth $778,061. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,072
Previous 23,204 69.52%
Holding current value
$778,061
Previous $2.56 Billion 69.49%
% of portfolio
0.37%
Previous 1.73%

Shares

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

Nov 07, 2024
SELL
$110.05 - $110.63 $1.78 Million - $1.78 Million
-16,132 Reduced 69.52%
7,072 $782 Million
Q2 2024

Aug 14, 2024
BUY
$110.04 - $110.51 $1.03 Million - $1.04 Million
9,381 Added 67.87%
23,204 $2.56 Billion
Q1 2024

Aug 14, 2024
BUY
$110.11 - $110.57 $830,229 - $833,697
7,540 Added 120.01%
13,823 $1.53 Billion
Q4 2023

Feb 22, 2024
BUY
$109.86 - $110.59 $690,250 - $694,836
6,283 New
6,283 $692 Million

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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