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 $1.63 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

14,799

Previous 15,647 5.42%

Holding current value

$1.63 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

768

Shares Held

95.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Impact Partnership Wealth, LLC Ishares Tr Transaction History