A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apex Wealth Management, LLC holds 78,832 shares of SHV stock, worth $8.69 Million. This represents 6.98% of its overall portfolio holdings.

Number of Shares
78,832
Previous 111,742 29.45%
Holding current value
$8.69 Million
Previous $12.3 Billion 29.48%
% of portfolio
6.98%
Previous 11.1%

Shares

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

Aug 08, 2025

SELL
$110.06 - $110.46 $3.62 Million - $3.64 Million
-32,910 Reduced 29.45%
78,832 $8.7 Billion
Q1 2025

Apr 29, 2025

BUY
$110.11 - $110.51 $9.88 Million - $9.92 Million
89,758 Added 408.29%
111,742 $12.3 Billion
Q4 2024

Feb 14, 2025

BUY
$109.92 - $110.57 $2.42 Million - $2.43 Million
21,984 New
21,984 $2.42 Billion

Others Institutions Holding SHV

About ISHARES TR


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