Intergy Private Wealth, LLC Ishares Tr Transaction History

Intergy Private Wealth, LLC

  • $290 Million
  • Q2 2025

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 3,991 shares of SHV stock, worth $439,848. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,991
Previous 3,466 15.15%
Holding current value
$439,848
Previous $382,000 15.18%
% of portfolio
0.15%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$110.06 - $110.46 $57,781 - $57,991
525 Added 15.15%
3,991 $440,000
Q1 2025

Apr 11, 2025
BUY
$110.11 - $110.51 $13,323 - $13,371
121 Added 3.62%
3,466 $382,000
Q4 2024

Jan 23, 2025
BUY
$109.92 - $110.57 $2,418 - $2,432
22 Added 0.66%
3,345 $368,000
Q3 2024

Oct 17, 2024
BUY
$110.05 - $110.63 $30,814 - $30,976
280 Added 9.2%
3,323 $367,000
Q2 2024

Jul 15, 2024
BUY
$110.04 - $110.51 $52,269 - $52,492
475 Added 18.5%
3,043 $336,000
Q4 2023

Jan 11, 2024
BUY
$109.86 - $110.59 $5,493 - $5,529
50 Added 1.99%
2,568 $282,000
Q3 2023

Oct 19, 2023
BUY
$109.99 - $110.5 $276,954 - $278,239
2,518 New
2,518 $278,000

Others Institutions Holding SHV

# of Institutions
800
Shares Held
101M
Call Options Held
0
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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