Visionary Wealth Advisors Ishares Tr Transaction History

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Visionary Wealth Advisors holds 1,927 shares of SHV stock, worth $212,509. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,927
Previous 1,912 0.78%
Holding current value
$212,509
Previous $211,000 0.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$109.92 - $110.57 $1,648 - $1,658
15 Added 0.78%
1,927 $212,000
Q3 2024

Nov 12, 2024
SELL
$110.05 - $110.63 $44,350 - $44,583
-403 Reduced 17.41%
1,912 $211,000
Q2 2024

Aug 13, 2024
SELL
$110.04 - $110.51 $733,636 - $736,770
-6,667 Reduced 74.23%
2,315 $255,000
Q1 2024

May 15, 2024
SELL
$110.11 - $110.57 $6,386 - $6,413
-58 Reduced 0.64%
8,982 $992,000
Q4 2023

Feb 14, 2024
SELL
$109.86 - $110.59 $37,132 - $37,379
-338 Reduced 3.6%
9,040 $995,000
Q3 2023

Nov 13, 2023
BUY
$109.99 - $110.5 $74,133 - $74,477
674 Added 7.74%
9,378 $1.04 Million
Q2 2023

Aug 11, 2023
BUY
$110.0 - $110.45 $93,940 - $94,324
854 Added 10.88%
8,704 $961,000
Q1 2023

May 15, 2023
BUY
$109.94 - $110.5 $246,815 - $248,072
2,245 Added 40.05%
7,850 $867,000
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $364,227 - $365,421
3,319 Added 145.19%
5,605 $616,000
Q3 2022

Nov 14, 2022
SELL
$109.92 - $110.13 $161,472 - $161,780
-1,469 Reduced 39.12%
2,286 $251,000
Q2 2022

Aug 12, 2022
BUY
$109.96 - $110.28 $30,788 - $30,878
280 Added 8.06%
3,755 $413,000
Q1 2022

May 12, 2022
BUY
$110.22 - $110.4 $383,014 - $383,640
3,475 New
3,475 $383,000
Q1 2021

May 18, 2021
SELL
$110.51 - $110.53 $592,554 - $592,661
-5,362 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$110.51 - $110.7 $188,198 - $188,522
-1,703 Reduced 24.1%
5,362 $593,000
Q3 2020

Nov 16, 2020
BUY
$110.7 - $110.74 $569,440 - $569,646
5,144 Added 267.78%
7,065 $782,000
Q2 2020

Aug 14, 2020
BUY
$110.71 - $110.94 $442 - $443
4 Added 0.21%
1,921 $213,000
Q1 2020

May 15, 2020
SELL
$110.45 - $111.07 $644,586 - $648,204
-5,836 Reduced 75.27%
1,917 $213,000
Q4 2019

Feb 14, 2020
BUY
$110.39 - $110.72 $855,853 - $858,412
7,753 New
7,753 $856,000

Others Institutions Holding SHV

# of Institutions
768
Shares Held
95.1M
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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