Lm Advisors LLC Ishares Tr Transaction History

Lm Advisors LLC

$777 Million
Q2 2025

A detailed history of Lm Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lm Advisors LLC holds 13,572 shares of SHV stock, worth $1.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,572

Previous 13,572 -0.0%

Holding current value

$1.5 Million

Previous $1.5 Million -0.0%

% of portfolio

0.19%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$110.11 - $110.51 $7,047 - $7,072	64 Added 0.47%	13,572 $1.5 Million
Q4 2024 Feb 12, 2025	SELL	$109.92 - $110.57 $10,002 - $10,061	-91 Reduced 0.67%	13,508 $1.49 Million
Q3 2024 Nov 07, 2024	SELL	$110.05 - $110.63 $753,842 - $757,815	-6,850 Reduced 33.5%	13,599 $1.5 Million
Q2 2024 Aug 14, 2024	SELL	$110.04 - $110.51 $67,124 - $67,411	-610 Reduced 2.9%	20,449 $2.26 Million
Q1 2024 May 15, 2024	SELL	$110.11 - $110.57 $9,909 - $9,951	-90 Reduced 0.43%	21,059 $2.33 Million
Q4 2023 Feb 14, 2024	BUY	$109.86 - $110.59 $2.32 Million - $2.34 Million	21,149 New	21,149 $2.33 Billion

Others Institutions Holding SHV

# of Institutions

793

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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