Impact Partnership Wealth, LLC Ishares Tr Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 14,799 shares of SHV stock, worth $1.64 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

14,799

Previous 15,647 5.42%

Holding current value

$1.64 Million

Previous $1.73 Billion 5.87%

% of portfolio

0.33%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$109.92 - $110.57 $93,212 - $93,763	-848 Reduced 5.42%	14,799 $1.63 Billion
Q3 2024 Oct 22, 2024	BUY	$110.05 - $110.63 $38,847 - $39,052	353 Added 2.31%	15,647 $1.73 Billion
Q2 2024 Aug 02, 2024	BUY	$110.04 - $110.51 $1.51 Million - $1.52 Million	13,726 Added 875.38%	15,294 $1.69 Billion
Q1 2024 May 13, 2024	SELL	$110.11 - $110.57 $185,755 - $186,531	-1,687 Reduced 51.83%	1,568 $173 Million
Q4 2023 Feb 14, 2024	SELL	$109.86 - $110.59 $539,302 - $542,886	-4,909 Reduced 60.13%	3,255 $358 Million
Q3 2023 Oct 17, 2023	SELL	$109.99 - $110.5 $62,474 - $62,764	-568 Reduced 6.5%	8,164 $902 Million
Q2 2023 Jul 17, 2023	BUY	$110.0 - $110.45 $960,520 - $964,449	8,732 New	8,732 $964 Million

Others Institutions Holding SHV

# of Institutions

732

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.

Account

Impact Partnership Wealth, LLC Ishares Tr Transaction History