Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 236,188 shares of SHV stock, worth $26.1 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
236,188
Holding current value
$26.1 Million
% of portfolio
0.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
792
Shares Held
102M
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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