Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

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 74,013 shares of SHV stock, worth $8.18 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
74,013
Previous 69,346 6.73%
Holding current value
$8.18 Million
Previous $7.64 Billion 7.07%
% of portfolio
1.83%
Previous 1.67%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$110.11 - $110.51 $513,883 - $515,750
4,667 Added 6.73%
74,013 $8.18 Billion
Q4 2024

Feb 11, 2025
BUY
$109.92 - $110.57 $5.54 Million - $5.57 Million
50,372 Added 265.48%
69,346 $7.64 Billion
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
791
Shares Held
102M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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