B.O.S.S. Retirement Advisors, LLC Ishares Tr Transaction History

B.O.S.S. Retirement Advisors, LLC

$418 Billion
Q3 2025

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 6,986 shares of SHV stock, worth $770,485. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,986

Previous 7,557 7.56%

Holding current value

$770,485

Previous $834 Million 7.5%

% of portfolio

0.18%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$110.06 - $110.49 $62,844 - $63,089	-571 Reduced 7.56%	6,986 $772 Million
Q2 2025 Jul 18, 2025	BUY	$110.06 - $110.46 $831,723 - $834,746	7,557 New	7,557 $834 Million
Q4 2024 Jan 21, 2025	BUY	$109.92 - $110.57 $766,801 - $771,336	6,976 New	6,976 $768 Million
Q4 2023 Jan 25, 2024	BUY	$109.86 - $110.59 $224,993 - $226,488	2,048 New	2,048 $226 Million
Q4 2023 Jan 19, 2024	BUY	$109.86 - $110.59 $0 - $0	0 New	0 $226 Million

Q2 2023 Jul 10, 2023	BUY	$110.0 - $110.45 $660 - $662	6 Added 0.22%	2,709 $299 Million
Q1 2023 Apr 17, 2023	SELL	$109.94 - $110.5 $1.38 Million - $1.39 Million	-12,591 Reduced 82.33%	2,703 $299 Million
Q4 2022 Feb 06, 2023	BUY	$109.74 - $110.1 $1.68 Million - $1.68 Million	15,294 New	15,294 $1.68 Billion

Others Institutions Holding SHV

# of Institutions

780

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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B.O.S.S. Retirement Advisors, LLC Ishares Tr Transaction History