Aries Wealth Management Ishares Tr Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Aries Wealth Management holds 6,659 shares of SHV stock, worth $733,755. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,659

Previous 4,555 46.19%

Holding current value

$733,755

Previous $503,000 45.73%

% of portfolio

0.21%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$109.92 - $110.57 $231,271 - $232,639	2,104 Added 46.19%	6,659 $733,000
Q3 2024 Oct 31, 2024	SELL	$110.05 - $110.63 $295,924 - $297,484	-2,689 Reduced 37.12%	4,555 $503,000
Q2 2024 Jul 25, 2024	SELL	$110.04 - $110.51 $224,261 - $225,219	-2,038 Reduced 21.96%	7,244 $800,000
Q1 2024 May 02, 2024	BUY	$110.11 - $110.57 $176,506 - $177,243	1,603 Added 20.88%	9,282 $1.03 Million
Q4 2023 Jan 10, 2024	SELL	$109.86 - $110.59 $112,386 - $113,133	-1,023 Reduced 11.76%	7,679 $845,000
Q3 2023 Oct 19, 2023	SELL	$109.99 - $110.5 $89,641 - $90,057	-815 Reduced 8.56%	8,702 $961,000
Q2 2023 Jul 13, 2023	BUY	$110.0 - $110.45 $171,050 - $171,749	1,555 Added 19.53%	9,517 $1.05 Million
Q1 2023 Apr 11, 2023	BUY	$109.94 - $110.5 $18,140 - $18,232	165 Added 2.12%	7,962 $879,000
Q4 2022 Jan 18, 2023	BUY	$109.74 - $110.1 $855,642 - $858,449	7,797 New	7,797 $0

Others Institutions Holding SHV

# of Institutions

745

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Aries Wealth Management Ishares Tr Transaction History