Lake Hills Wealth Management, LLC Ishares Tr Transaction History

Lake Hills Wealth Management, LLC

  • $148 Million
  • Q1 2025

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 5,874 shares of SHV stock, worth $648,665. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,874
Previous 6,090 3.55%
Holding current value
$648,665
Previous $670,000 3.28%
% of portfolio
0.44%
Previous 0.45%

Shares

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

Apr 11, 2025
SELL
$110.11 - $110.51 $23,783 - $23,870
-216 Reduced 3.55%
5,874 $648,000
Q4 2024

Jan 17, 2025
SELL
$109.92 - $110.57 $194,228 - $195,377
-1,767 Reduced 22.49%
6,090 $670,000
Q3 2024

Oct 10, 2024
BUY
$110.05 - $110.63 $196,329 - $197,363
1,784 Added 29.38%
7,857 $869,000
Q2 2024

Jul 09, 2024
SELL
$110.04 - $110.51 $550,420 - $552,771
-5,002 Reduced 45.16%
6,073 $671,000
Q1 2024

Apr 04, 2024
SELL
$110.11 - $110.57 $3 Million - $3.02 Million
-27,271 Reduced 71.12%
11,075 $1.22 Million
Q4 2023

Jan 22, 2024
BUY
$109.86 - $110.59 $2.11 Million - $2.12 Million
19,211 Added 100.4%
38,346 $4.22 Million
Q3 2023

Oct 16, 2023
BUY
$109.99 - $110.5 $2.1 Million - $2.11 Million
19,135 New
19,135 $2.11 Million
Q1 2023

Apr 19, 2023
SELL
$109.94 - $110.5 $5.41 Million - $5.44 Million
-49,248 Reduced 90.56%
5,132 $567,000
Q4 2022

Jan 17, 2023
BUY
$109.74 - $110.1 $5.97 Million - $5.99 Million
54,380 New
54,380 $0
Q2 2022

Jul 25, 2022
BUY
$109.96 - $110.28 $21.9 Million - $21.9 Million
198,751 New
198,751 $21.9 Million

Others Institutions Holding SHV

# of Institutions
785
Shares Held
98.9M
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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