Strategic Point Investment Advisors, LLC Ishares Tr Transaction History

Strategic Point Investment Advisors, LLC

  • $614 Million
  • Q4 2024

A detailed history of Strategic Point Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 182,724 shares of SHV stock, worth $20.2 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
182,724
Previous 178,556 2.33%
Holding current value
$20.2 Million
Previous $19.8 Million 1.85%
% of portfolio
3.28%
Previous 3.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$109.92 - $110.57 $458,146 - $460,855
4,168 Added 2.33%
182,724 $20.1 Million
Q3 2024

Oct 15, 2024
BUY
$110.05 - $110.63 $310,341 - $311,976
2,820 Added 1.6%
178,556 $19.8 Million
Q2 2024

Aug 06, 2024
SELL
$110.04 - $110.51 $53,259 - $53,486
-484 Reduced 0.27%
175,736 $19.4 Million
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $489,438 - $491,483
4,445 Added 2.59%
176,220 $19.5 Million
Q4 2023

Feb 08, 2024
BUY
$109.86 - $110.59 $186,322 - $187,560
1,696 Added 1.0%
171,775 $18.9 Million
Q3 2023

Nov 01, 2023
BUY
$109.99 - $110.5 $391,784 - $393,601
3,562 Added 2.14%
170,079 $18.8 Million
Q2 2023

Aug 14, 2023
BUY
$110.0 - $110.45 $144,540 - $145,131
1,314 Added 0.8%
166,517 $18.4 Million
Q1 2023

Apr 28, 2023
BUY
$109.94 - $110.5 $366,759 - $368,628
3,336 Added 2.06%
165,203 $18.3 Million
Q4 2022

Feb 01, 2023
BUY
$109.74 - $110.1 $182,387 - $182,986
1,662 Added 1.04%
161,867 $17.8 Million
Q3 2022

Nov 02, 2022
BUY
$109.92 - $110.13 $17.6 Million - $17.6 Million
160,205 New
160,205 $17.6 Million

Others Institutions Holding SHV

# of Institutions
773
Shares Held
94.4M
Call Options Held
2K
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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