Marks Wealth, LLC Ishares Tr Transaction History

Marks Wealth, LLC

  • $308 Billion
  • Q2 2025

A detailed history of Marks Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marks Wealth, LLC holds 480,919 shares of SHV stock, worth $52.9 Million. This represents 17.22% of its overall portfolio holdings.

Number of Shares
480,919
Previous 1,410,201 65.9%
Holding current value
$52.9 Million
Previous $156 Billion 65.91%
% of portfolio
17.22%
Previous 57.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
810
Shares Held
101M
Call Options Held
0
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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