A detailed history of Flagship Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 15,747 shares of SHV stock, worth $1.74 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
15,747
Previous 15,747 -0.0%
Holding current value
$1.74 Million
Previous $1.74 Million -0.0%
% of portfolio
0.74%
Previous 0.89%

Shares

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

Jul 21, 2025

BUY
$110.06 - $110.46 $34,889 - $35,015
317 Added 2.05%
15,747 $1.74 Million
Q1 2025

Apr 14, 2025

SELL
$110.11 - $110.51 $2.29 Million - $2.3 Million
-20,798 Reduced 57.41%
15,430 $1.7 Million
Q4 2024

Jan 21, 2025

BUY
$109.92 - $110.57 $2.96 Million - $2.98 Million
26,921 Added 289.26%
36,228 $3.99 Million
Q3 2024

Oct 30, 2024

BUY
$110.05 - $110.63 $234,406 - $235,641
2,130 Added 29.68%
9,307 $1.03 Million
Q2 2024

Jul 22, 2024

SELL
$110.04 - $110.51 $175,623 - $176,373
-1,596 Reduced 18.19%
7,177 $793,000
Q1 2024

Apr 30, 2024

BUY
$110.11 - $110.57 $965,995 - $970,030
8,773 New
8,773 $969,000

Others Institutions Holding SHV

About ISHARES TR


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