Able Wealth Management LLC Ishares Tr Transaction History

Able Wealth Management LLC

$198 Billion
Q2 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 211,628 shares of SHV stock, worth $23.3 Million. This represents 11.78% of its overall portfolio holdings.

Number of Shares

211,628

Previous 205,206 3.13%

Holding current value

$23.3 Million

Previous $22.7 Billion 3.09%

% of portfolio

11.78%

Previous 13.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$110.06 - $110.46 $706,805 - $709,374	6,422 Added 3.13%	211,628 $23.4 Billion
Q1 2025 Apr 28, 2025	BUY	$110.11 - $110.51 $195,555 - $196,265	1,776 Added 0.87%	205,206 $22.7 Billion
Q4 2024 Feb 03, 2025	BUY	$109.92 - $110.57 $1.89 Million - $1.9 Million	17,210 Added 9.24%	203,430 $22.4 Billion
Q3 2024 Nov 01, 2024	BUY	$110.05 - $110.63 $370,978 - $372,933	3,371 Added 1.84%	186,220 $20.6 Billion
Q2 2024 Nov 01, 2024	SELL	$110.04 - $110.51 $59,751 - $60,006	-543 Reduced 0.3%	182,849 $20.2 Billion
Q1 2024 Nov 01, 2024	BUY	$110.11 - $110.57 $778,367 - $781,619	7,069 Added 4.01%	183,392 $20.3 Billion
Q4 2023 Feb 20, 2024	BUY	$109.86 - $110.59 $19.4 Million - $19.5 Million	176,323 New	176,323 $19.4 Billion

Others Institutions Holding SHV

# of Institutions

792

Shares Held

98.4M

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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Able Wealth Management LLC Ishares Tr Transaction History