Marks Wealth, LLC Ishares Tr Transaction History

Marks Wealth, LLC

$324 Billion
Q3 2025

A detailed history of Marks Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marks Wealth, LLC holds 312,928 shares of SHV stock, worth $34.5 Million. This represents 10.68% of its overall portfolio holdings.

Number of Shares

312,928

Previous 480,919 34.93%

Holding current value

$34.5 Million

Previous $53.1 Billion 34.89%

% of portfolio

10.68%

Previous 17.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$110.06 - $110.49 $18.5 Million - $18.6 Million	-167,991 Reduced 34.93%	312,928 $34.6 Billion
Q2 2025 Jul 18, 2025	SELL	$110.06 - $110.46 $102 Million - $103 Million	-929,282 Reduced 65.9%	480,919 $53.1 Billion
Q1 2025 Apr 29, 2025	BUY	$110.11 - $110.51 $155 Million - $156 Million	1,410,201 New	1,410,201 $156 Billion
Q2 2023 Jul 13, 2023	SELL	$110.0 - $110.45 $44,000 - $44,180	-400 Reduced 0.56%	71,134 $7.86 Million
Q1 2023 Apr 18, 2023	SELL	$109.94 - $110.5 $7,585 - $7,624	-69 Reduced 0.1%	71,534 $7.9 Million

Q4 2022 Jan 20, 2023	SELL	$109.74 - $110.1 $18.5 Million - $18.5 Million	-168,159 Reduced 70.14%	71,603 $0
Q3 2022 Oct 18, 2022	SELL	$109.92 - $110.13 $10.6 Million - $10.6 Million	-95,991 Reduced 28.59%	239,762 $26.4 Million
Q2 2022 Jul 19, 2022	BUY	$109.96 - $110.28 $36.9 Million - $37 Million	335,753 New	335,753 $37 Million

Others Institutions Holding SHV

# of Institutions

780

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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