Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 261,506 shares of SHV stock, worth $28.8 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
261,506
Previous 236,188 10.72%
Holding current value
$28.8 Million
Previous $26.1 Million 110693.45%
% of portfolio
0.57%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$110.06 - $110.49 $2.79 Million - $2.8 Million
25,318 Added 10.72%
261,506 $28.9 Billion
Q2 2025

Aug 14, 2025
BUY
$110.06 - $110.46 $26 Million - $26.1 Million
236,188 New
236,188 $26.1 Million

Others Institutions Holding SHV

# of Institutions
780
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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