True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 518,437 shares of SHV stock, worth $57.1 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
518,437
Previous 566,266 8.45%
Holding current value
$57.1 Million
Previous $62.6 Million 8.34%
% of portfolio
4.87%
Previous 5.81%

Shares

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

Oct 25, 2024
SELL
$110.05 - $110.63 $5.26 Million - $5.29 Million
-47,829 Reduced 8.45%
518,437 $57.4 Million
Q2 2024

Jul 12, 2024
BUY
$110.04 - $110.51 $8.03 Million - $8.06 Million
72,974 Added 14.79%
566,266 $62.6 Million
Q1 2024

Apr 19, 2024
BUY
$110.11 - $110.57 $5.44 Million - $5.47 Million
49,430 Added 11.14%
493,292 $54.5 Million
Q4 2023

Jan 19, 2024
BUY
$109.86 - $110.59 $21.9 Million - $22.1 Million
199,419 Added 81.58%
443,862 $48.9 Million
Q3 2023

Oct 30, 2023
BUY
$109.99 - $110.5 $26.9 Million - $27 Million
244,443 New
244,443 $27 Million

Others Institutions Holding SHV

# of Institutions
712
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email