Pb Mares Wealth Management LLC Ishares Tr Transaction History

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,475 shares of SHV stock, worth $273,388. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,475
Previous 2,419 2.32%
Holding current value
$273,388
Previous $266,000 2.63%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$110.11 - $110.51 $6,166 - $6,188
56 Added 2.32%
2,475 $273,000
Q4 2024

Jan 24, 2025
BUY
$109.92 - $110.57 $47,265 - $47,545
430 Added 21.62%
2,419 $266,000
Q3 2024

Oct 25, 2024
SELL
$110.05 - $110.63 $21,129 - $21,240
-192 Reduced 8.8%
1,989 $220,000
Q2 2024

Jul 22, 2024
SELL
$110.04 - $110.51 $30,261 - $30,390
-275 Reduced 11.2%
2,181 $241,000
Q1 2024

Apr 29, 2024
SELL
$110.11 - $110.57 $22,242 - $22,335
-202 Reduced 7.6%
2,456 $271,000
Q4 2023

Jan 26, 2024
SELL
$109.86 - $110.59 $237,077 - $238,653
-2,158 Reduced 44.81%
2,658 $292,000
Q3 2023

Oct 26, 2023
BUY
$109.99 - $110.5 $86,452 - $86,853
786 Added 19.5%
4,816 $532,000
Q2 2023

Jul 24, 2023
BUY
$110.0 - $110.45 $92,950 - $93,330
845 Added 26.53%
4,030 $445,000
Q1 2023

Apr 27, 2023
BUY
$109.94 - $110.5 $117,635 - $118,235
1,070 Added 50.59%
3,185 $351,000
Q4 2022

Jan 31, 2023
BUY
$109.74 - $110.1 $232,100 - $232,861
2,115 New
2,115 $232,000

Others Institutions Holding SHV

# of Institutions
791
Shares Held
102M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email