A detailed history of Callan Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Callan Family Office, LLC holds 8,752 shares of SHV stock, worth $965,258. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,752
Previous 8,706 0.53%
Holding current value
$965,258
Previous $961 Million 0.59%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$110.06 - $110.49 $5,062 - $5,082
46 Added 0.53%
8,752 $967 Million
Q2 2025

Jul 24, 2025

SELL
$110.06 - $110.46 $124,918 - $125,372
-1,135 Reduced 11.53%
8,706 $961 Million
Q1 2025

May 12, 2025

SELL
$110.11 - $110.51 $373,383 - $374,739
-3,391 Reduced 25.63%
9,841 $1.09 Billion
Q4 2024

Feb 06, 2025

BUY
$109.92 - $110.57 $225,006 - $226,336
2,047 Added 18.3%
13,232 $1.46 Billion
Q3 2024

Oct 07, 2024

BUY
$110.05 - $110.63 $3,851 - $3,872
35 Added 0.31%
11,185 $1.24 Billion
Q2 2024

Jul 25, 2024

BUY
$110.04 - $110.51 $1.23 Million - $1.23 Million
11,150 New
11,150 $1.23 Billion

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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