Wealth Care Investment Partners, LLC Ishares Tr Transaction History

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 1,885 shares of SHV stock, worth $207,934. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,885
Previous 1,863 1.18%
Holding current value
$207,934
Previous $206,000 0.49%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 03, 2025
BUY
$109.92 - $110.57 $2,418 - $2,432
22 Added 1.18%
1,885 $207,000
Q3 2024

Oct 08, 2024
BUY
$110.05 - $110.63 $3,521 - $3,540
32 Added 1.75%
1,863 $206,000
Q2 2024

Jul 18, 2024
BUY
$110.04 - $110.51 $201,483 - $202,343
1,831 New
1,831 $202,000

Others Institutions Holding SHV

# of Institutions
773
Shares Held
94.5M
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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