Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 18,974 shares of SHV stock, worth $2.09 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

18,974

Previous 8,915 112.83%

Holding current value

$2.09 Million

Previous $985 Million 113.08%

% of portfolio

0.47%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	BUY	$110.05 - $110.63 $1.11 Million - $1.11 Million	10,059 Added 112.83%	18,974 $2.1 Billion
Q2 2024 Dec 19, 2024	BUY	$110.04 - $110.51 $394,933 - $396,620	3,589 Added 67.39%	8,915 $985 Million
Q1 2024 Dec 19, 2024	SELL	$110.11 - $110.57 $2.34 Million - $2.35 Million	-21,226 Reduced 79.94%	5,326 $589 Million
Q4 2023 Dec 19, 2024	SELL	$109.86 - $110.59 $4.16 Million - $4.19 Million	-37,849 Reduced 58.77%	26,552 $2.92 Billion
Q3 2023 Dec 19, 2024	BUY	$109.99 - $110.5 $5.57 Million - $5.59 Million	50,621 Added 367.35%	64,401 $7.11 Billion
Q2 2023 Dec 19, 2024	BUY	$110.0 - $110.45 $869,440 - $872,996	7,904 Added 134.51%	13,780 $1.52 Billion
Q1 2023 Dec 19, 2024	BUY	$109.94 - $110.5 $646,007 - $649,298	5,876 New	5,876 $649 Million

Others Institutions Holding SHV

# of Institutions

728

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Independent Solutions Wealth Management, LLC Ishares Tr Transaction History