Paulson Wealth Management Inc. Ishares Tr Transaction History

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 86,254 shares of SHV stock, worth $9.49 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
86,254
Previous 90,970 5.18%
Holding current value
$9.49 Million
Previous $10.1 Million 5.07%
% of portfolio
2.57%
Previous 2.95%

Shares

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

Nov 05, 2024
SELL
$110.05 - $110.63 $518,995 - $521,731
-4,716 Reduced 5.18%
86,254 $9.54 Million
Q2 2024

Jul 25, 2024
BUY
$110.04 - $110.51 $98,595 - $99,016
896 Added 0.99%
90,970 $10.1 Million
Q1 2024

May 03, 2024
BUY
$110.11 - $110.57 $249,729 - $250,772
2,268 Added 2.58%
90,074 $9.96 Million
Q4 2023

Feb 13, 2024
BUY
$109.86 - $110.59 $734,853 - $739,736
6,689 Added 8.25%
87,806 $9.67 Million
Q3 2023

Nov 01, 2023
BUY
$109.99 - $110.5 $119,779 - $120,334
1,089 Added 1.36%
81,117 $8.96 Million
Q2 2023

Aug 01, 2023
BUY
$110.0 - $110.45 $241,340 - $242,327
2,194 Added 2.82%
80,028 $8.84 Million
Q1 2023

May 09, 2023
BUY
$109.94 - $110.5 $411,175 - $413,270
3,740 Added 5.05%
77,834 $8.6 Million
Q4 2022

Jan 26, 2023
SELL
$109.74 - $110.1 $265,241 - $266,111
-2,417 Reduced 3.16%
74,094 $0
Q3 2022

Nov 02, 2022
BUY
$109.92 - $110.13 $8.41 Million - $8.43 Million
76,511 New
76,511 $8.42 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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