Heritage Wealth Partners, LLC Ishares Tr Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 9,342 shares of SHV stock, worth $1.03 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

9,342

Previous 9,477 1.42%

Holding current value

$1.03 Million

Previous $1.04 Billion 1.12%

% of portfolio

1.57%

Previous 1.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$110.11 - $110.51 $14,864 - $14,918	-135 Reduced 1.42%	9,342 $1.03 Billion
Q4 2024 Jan 13, 2025	SELL	$109.92 - $110.57 $29,458 - $29,632	-268 Reduced 2.75%	9,477 $1.04 Billion
Q3 2024 Oct 08, 2024	SELL	$110.05 - $110.63 $82,207 - $82,640	-747 Reduced 7.12%	9,745 $1.08 Billion
Q2 2024 Jul 05, 2024	SELL	$110.04 - $110.51 $265,526 - $266,660	-2,413 Reduced 18.7%	10,492 $1.16 Billion
Q4 2023 Jan 19, 2024	SELL	$109.86 - $110.59 $293,436 - $295,385	-2,671 Reduced 17.15%	12,905 $1.42 Billion
Q3 2023 Oct 18, 2023	SELL	$109.99 - $110.5 $663,349 - $666,425	-6,031 Reduced 27.91%	15,576 $1.72 Billion
Q2 2023 Aug 11, 2023	BUY	$110.0 - $110.45 $1.4 Million - $1.41 Million	12,772 Added 144.56%	21,607 $2.39 Billion
Q1 2023 May 04, 2023	SELL	$109.94 - $110.5 $669,204 - $672,613	-6,087 Reduced 40.79%	8,835 $976 Million
Q4 2022 Feb 10, 2023	BUY	$109.74 - $110.1 $1.64 Million - $1.64 Million	14,922 New	14,922 $1.64 Billion

Others Institutions Holding SHV

# of Institutions

802

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Heritage Wealth Partners, LLC Ishares Tr Transaction History