Ehrlich Financial Group Ishares Tr Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in Ishares Tr stock. As of the latest transaction made, Ehrlich Financial Group holds 12,975 shares of SHV stock, worth $1.43 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

12,975

Previous 14,922 13.05%

Holding current value

$1.43 Million

Previous $1.65 Billion 13.08%

% of portfolio

0.93%

Previous 1.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$110.06 - $110.46 $214,286 - $215,065	-1,947 Reduced 13.05%	12,975 $1.43 Billion
Q1 2025 Apr 11, 2025	SELL	$110.11 - $110.51 $401,240 - $402,698	-3,644 Reduced 19.63%	14,922 $1.65 Billion
Q4 2024 Jan 13, 2025	SELL	$109.92 - $110.57 $137,509 - $138,323	-1,251 Reduced 6.31%	18,566 $2.04 Billion
Q3 2024 Oct 07, 2024	SELL	$110.05 - $110.63 $1.89 Million - $1.9 Million	-17,142 Reduced 46.38%	19,817 $2.19 Billion
Q2 2024 Jul 12, 2024	BUY	$110.04 - $110.51 $3.59 Million - $3.6 Million	32,595 Added 746.91%	36,959 $4.08 Billion
Q1 2024 Apr 15, 2024	SELL	$110.11 - $110.57 $1.24 Million - $1.25 Million	-11,297 Reduced 72.13%	4,364 $482 Million
Q4 2023 Feb 13, 2024	BUY	$109.86 - $110.59 $1.72 Million - $1.73 Million	15,661 New	15,661 $1.72 Billion

Others Institutions Holding SHV

# of Institutions

794

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Ehrlich Financial Group Ishares Tr Transaction History