A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Tr stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 3,402 shares of SHV stock, worth $374,356. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,402
Previous 5,208 34.68%
Holding current value
$374,356
Previous $574 Million 34.66%
% of portfolio
0.08%
Previous 0.18%

Shares

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

Oct 09, 2024

SELL
$110.05 - $110.63 $198,750 - $199,797
-1,806 Reduced 34.68%
3,402 $375 Million
Q1 2024

May 15, 2024

BUY
$110.11 - $110.57 $573,452 - $575,848
5,208 New
5,208 $574 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.