Jessup Wealth Management, Inc Ishares Tr Transaction History

Jessup Wealth Management, Inc

  • $249 Billion
  • Q2 2025

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 3,924 shares of SHV stock, worth $432,738. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,924
Previous 4,546 13.68%
Holding current value
$432,738
Previous $502 Million 13.71%
% of portfolio
0.17%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$110.06 - $110.46 $68,457 - $68,706
-622 Reduced 13.68%
3,924 $433 Million
Q1 2025

Apr 29, 2025
BUY
$110.11 - $110.51 $136,316 - $136,811
1,238 Added 37.42%
4,546 $502 Million
Q4 2024

Jan 31, 2025
BUY
$109.92 - $110.57 $105,962 - $106,589
964 Added 41.13%
3,308 $364 Million
Q3 2024

Oct 09, 2024
BUY
$110.05 - $110.63 $14,306 - $14,381
130 Added 5.87%
2,344 $259 Million
Q2 2024

Jul 26, 2024
SELL
$110.04 - $110.51 $14,415 - $14,476
-131 Reduced 5.59%
2,214 $245 Million
Q1 2024

Apr 15, 2024
BUY
$110.11 - $110.57 $258,207 - $259,286
2,345 New
2,345 $259 Million

Others Institutions Holding SHV

# of Institutions
795
Shares Held
102M
Call Options Held
0
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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