Marks Wealth, LLC Ishares Tr Transaction History

Marks Wealth, LLC

$272 Billion
Q1 2025

A detailed history of Marks Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marks Wealth, LLC holds 1,410,201 shares of SHV stock, worth $156 Million. This represents 57.18% of its overall portfolio holdings.

Number of Shares

1,410,201

Holding current value

$156 Million

% of portfolio

57.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

789

Shares Held

100M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$838 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.16M
Shares

$570 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.85M
Shares

$425 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$293 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marks Wealth, LLC with notifications on news.

Account