Spartan Planning & Wealth Management Ishares Tr Transaction History

Spartan Planning & Wealth Management

$106 Million
Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 33,698 shares of SHV stock, worth $3.71 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

33,698

Previous 41 82090.24%

Holding current value

$3.71 Million

Previous $4,000 92650.0%

% of portfolio

3.51%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$109.92 - $110.57 $3.7 Million - $3.72 Million	33,657 Added 82090.24%	33,698 $3.71 Million
Q4 2023 Mar 12, 2024	SELL	$109.86 - $110.59 $3.2 Million - $3.22 Million	-29,090 Reduced 99.86%	41 $4,000
Q3 2023 Nov 17, 2023	BUY	$109.99 - $110.5 $701,406 - $704,658	6,377 Added 28.03%	29,131 $3.22 Million
Q4 2022 Feb 01, 2023	SELL	$109.74 - $110.1 $14 Million - $14 Million	-127,568 Reduced 84.86%	22,754 $2.5 Million
Q3 2022 Nov 01, 2022	SELL	$109.92 - $110.13 $5.38 Million - $5.39 Million	-48,976 Reduced 24.57%	150,322 $16.5 Million
Q2 2022 Aug 10, 2022	BUY	$109.96 - $110.28 $16.7 Million - $16.8 Million	152,296 Added 324.02%	199,298 $21.9 Million
Q1 2022 May 16, 2022	BUY	$110.22 - $110.4 $5.18 Million - $5.19 Million	47,002 New	47,002 $0

Others Institutions Holding SHV

# of Institutions

727

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Spartan Planning & Wealth Management Ishares Tr Transaction History