Whalen Wealth Management Inc. Ishares Tr Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 262,678 shares of SHV stock, worth $29 Million. This represents 20.04% of its overall portfolio holdings.

Number of Shares
262,678
Previous 48,398 442.75%
Holding current value
$29 Million
Previous $5.35 Billion 440.19%
% of portfolio
20.04%
Previous 3.79%

Shares

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

Jan 17, 2025
BUY
$109.92 - $110.57 $23.6 Million - $23.7 Million
214,280 Added 442.75%
262,678 $28.9 Billion
Q3 2024

Nov 07, 2024
BUY
$110.05 - $110.63 $462,760 - $465,199
4,205 Added 9.52%
48,398 $5.35 Billion
Q2 2024

Aug 01, 2024
SELL
$110.04 - $110.51 $18 Million - $18.1 Million
-163,372 Reduced 78.71%
44,193 $4.88 Billion
Q1 2024

Apr 24, 2024
BUY
$110.11 - $110.57 $197,317 - $198,141
1,792 Added 0.87%
207,565 $22.9 Billion
Q4 2023

Feb 13, 2024
BUY
$109.86 - $110.59 $22.6 Million - $22.8 Million
205,773 New
205,773 $22.7 Billion

Others Institutions Holding SHV

# of Institutions
773
Shares Held
94.6M
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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