A detailed history of Asset Dedication, LLC transactions in Ishares Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 64 shares of SHV stock, worth $7,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64
Previous 696 90.8%
Holding current value
$7,058
Previous $76,000 90.79%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 20, 2025

SELL
$110.06 - $110.49 $69,557 - $69,829
-632 Reduced 90.8%
64 $7,000
Q2 2025

Aug 19, 2025

BUY
$110.06 - $110.46 $65,595 - $65,834
596 Added 596.0%
696 $76,000
Q1 2025

May 01, 2025

BUY
$110.11 - $110.51 $11,011 - $11,051
100 New
100 $11,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.