Mader & Shannon Wealth Management, Inc. Ishares Tr Transaction History

Mader & Shannon Wealth Management, Inc.

  • $162 Million
  • Q4 2024

A detailed history of Mader & Shannon Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Mader & Shannon Wealth Management, Inc. holds 146,266 shares of SHV stock, worth $16.2 Million. This represents 9.96% of its overall portfolio holdings.

Number of Shares
146,266
Previous 188,671 22.48%
Holding current value
$16.2 Million
Previous $20.9 Million 22.84%
% of portfolio
9.96%
Previous 12.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$109.92 - $110.57 $4.66 Million - $4.69 Million
-42,405 Reduced 22.48%
146,266 $16.1 Million
Q3 2024

Nov 12, 2024
SELL
$110.05 - $110.63 $10.3 Million - $10.4 Million
-93,605 Reduced 33.16%
188,671 $20.9 Million
Q2 2024

Aug 01, 2024
BUY
$110.04 - $110.51 $534,684 - $536,968
4,859 Added 1.75%
282,276 $31.2 Million
Q1 2024

May 13, 2024
SELL
$110.11 - $110.57 $3.1 Million - $3.12 Million
-28,180 Reduced 9.22%
277,417 $30.7 Million
Q4 2023

Jan 24, 2024
SELL
$109.86 - $110.59 $6.8 Million - $6.84 Million
-61,859 Reduced 16.83%
305,597 $33.7 Million
Q3 2023

Nov 07, 2023
BUY
$109.99 - $110.5 $40.4 Million - $40.6 Million
367,456 New
367,456 $40.6 Million
Q4 2022

Jan 24, 2023
SELL
$109.74 - $110.1 $11,961 - $12,000
-109 Reduced 2.6%
4,087 $0
Q3 2022

Oct 26, 2022
SELL
$109.92 - $110.13 $92,003 - $92,178
-837 Reduced 16.63%
4,196 $462,000
Q2 2022

Jul 26, 2022
SELL
$109.96 - $110.28 $3.05 Million - $3.06 Million
-27,750 Reduced 84.65%
5,033 $554,000
Q4 2021

Jan 28, 2022
SELL
$110.39 - $110.47 $64,026 - $64,072
-580 Reduced 1.74%
32,783 $3.62 Million
Q3 2021

Nov 01, 2021
SELL
$110.46 - $110.49 $2.79 Million - $2.79 Million
-25,285 Reduced 43.11%
33,363 $3.69 Million
Q2 2021

Aug 11, 2021
SELL
$110.48 - $110.53 $793,467 - $793,826
-7,182 Reduced 10.91%
58,648 $6.48 Million
Q1 2021

May 03, 2021
BUY
$110.51 - $110.53 $2.49 Million - $2.49 Million
22,500 Added 51.93%
65,830 $7.28 Million
Q4 2020

Feb 02, 2021
SELL
$110.51 - $110.7 $1.7 Million - $1.71 Million
-15,423 Reduced 26.25%
43,330 $4.79 Million
Q1 2020

May 12, 2020
BUY
$110.45 - $111.07 $6.49 Million - $6.53 Million
58,753 New
58,753 $6.52 Million

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Mader & Shannon Wealth Management, Inc. Portfolio

Follow Mader & Shannon Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mader & Shannon Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mader & Shannon Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email