Fiduciary Financial Group, LLC Ishares Tr Transaction History

Fiduciary Financial Group, LLC

$708 Billion
Q4 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 16,081 shares of SHV stock, worth $1.77 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

16,081

Previous 6,288 155.74%

Holding current value

$1.77 Million

Previous $695 Million 154.96%

% of portfolio

0.25%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$110.15 - $110.49 $1.08 Million - $1.08 Million	9,793 Added 155.74%	16,081 $1.77 Billion
Q3 2025 Oct 09, 2025	SELL	$110.06 - $110.49 $880 - $883	-8 Reduced 0.13%	6,288 $695 Million
Q2 2025 Jul 02, 2025	BUY	$110.06 - $110.46 $69,998 - $70,252	636 Added 11.24%	6,296 $693 Million
Q1 2025 Apr 14, 2025	BUY	$110.11 - $110.51 $141,161 - $141,673	1,282 Added 29.28%	5,660 $624 Million
Q4 2024 Jan 13, 2025	BUY	$109.92 - $110.57 $2,418 - $2,432	22 Added 0.51%	4,378 $483 Million

Q3 2024 Oct 09, 2024	SELL	$110.05 - $110.63 $43,469 - $43,698	-395 Reduced 8.31%	4,356 $480 Million
Q2 2024 Jul 17, 2024	BUY	$110.04 - $110.51 $522,800 - $525,033	4,751 New	4,751 $524 Million

Others Institutions Holding SHV

# of Institutions

779

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Fiduciary Financial Group, LLC Ishares Tr Transaction History