Iron Bridge Private Wealth, LLC Ishares Tr Transaction History

Iron Bridge Private Wealth, LLC

$236 Million
Q1 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 41,527 shares of SHV stock, worth $4.59 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

41,527

Holding current value

$4.59 Million

% of portfolio

1.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

803

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Iron Bridge Private Wealth, LLC Ishares Tr Transaction History