Ima Wealth, Inc. Ishares Tr Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Ima Wealth, Inc. holds 18,180 shares of SHV stock, worth $2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

18,180

Previous 24,025 24.33%

Holding current value

$2 Million

Previous $2.65 Million 24.35%

% of portfolio

0.22%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$110.06 - $110.46 $643,300 - $645,638	-5,845 Reduced 24.33%	18,180 $2.01 Million
Q1 2025 May 06, 2025	BUY	$110.11 - $110.51 $793,452 - $796,335	7,206 Added 42.84%	24,025 $2.65 Million
Q4 2024 Feb 14, 2025	BUY	$109.92 - $110.57 $1.85 Million - $1.86 Million	16,819 New	16,819 $1.85 Million
Q2 2023 Aug 15, 2023	SELL	$110.0 - $110.45 $1,210 - $1,214	-11 Reduced 57.89%	8 $0
Q1 2023 May 15, 2023	SELL	$109.94 - $110.5 $2,858 - $2,873	-26 Reduced 57.78%	19 $2,000
Q4 2022 Feb 15, 2023	SELL	$109.74 - $110.1 $548 - $550	-5 Reduced 10.0%	45 $4,000
Q3 2022 Nov 15, 2022	SELL	$109.92 - $110.13 $1,319 - $1,321	-12 Reduced 19.35%	50 $6,000
Q2 2022 Aug 18, 2022	BUY	$109.96 - $110.28 $549 - $551	5 Added 8.77%	62 $7,000
Q2 2020 Aug 13, 2020	SELL	$110.71 - $110.94 $5,092 - $5,103	-46 Reduced 44.66%	57 $6,000
Q2 2018 Aug 01, 2018	BUY	N/A	103 New	103 $11,000

Others Institutions Holding SHV

# of Institutions

793

Shares Held

100M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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