Iron Bridge Private Wealth, LLC Ishares Tr Transaction History

Iron Bridge Private Wealth, LLC

  • $284 Million
  • Q3 2025

A detailed history of Iron Bridge Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 53,538 shares of SHV stock, worth $5.9 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
53,538
Previous 54,894 2.47%
Holding current value
$5.9 Million
Previous $6.06 Million 2.41%
% of portfolio
2.08%
Previous 2.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$110.06 - $110.49 $149,241 - $149,824
-1,356 Reduced 2.47%
53,538 $5.92 Million
Q2 2025

Oct 10, 2025
BUY
$110.06 - $110.46 $1.47 Million - $1.48 Million
13,367 Added 32.19%
54,894 $6.06 Million
Q1 2025

May 15, 2025
BUY
$110.11 - $110.51 $4.57 Million - $4.59 Million
41,527 New
41,527 $4.59 Million
Q3 2023

Nov 13, 2023
SELL
$109.99 - $110.5 $10.1 Million - $10.1 Million
-91,578 Reduced 97.43%
2,415 $266,000
Q2 2023

Aug 08, 2023
BUY
$110.0 - $110.45 $384,230 - $385,801
3,493 Added 3.86%
93,993 $10.4 Million
Q1 2023

Apr 12, 2023
BUY
$109.94 - $110.5 $6.06 Million - $6.09 Million
55,140 Added 155.94%
90,500 $10 Million
Q4 2022

Feb 14, 2023
SELL
$109.74 - $110.1 $15.2 Million - $15.3 Million
-138,596 Reduced 79.67%
35,360 $3.89 Million
Q3 2022

Oct 24, 2022
BUY
$109.92 - $110.13 $5.27 Million - $5.28 Million
47,938 Added 38.04%
173,956 $19.1 Million
Q2 2022

Jul 27, 2022
BUY
$109.96 - $110.28 $6.27 Million - $6.28 Million
56,986 Added 82.55%
126,018 $13.9 Million
Q1 2022

May 16, 2022
SELL
$110.22 - $110.4 $792,040 - $793,334
-7,186 Reduced 9.43%
69,032 $7.61 Million
Q4 2021

Feb 17, 2022
BUY
$110.39 - $110.47 $8.41 Million - $8.42 Million
76,218 New
76,218 $8.42 Million

Others Institutions Holding SHV

# of Institutions
783
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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