A detailed history of Private Client Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Client Services, LLC holds 3,721 shares of SHV stock, worth $410,463. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,721
Previous 10,885 65.82%
Holding current value
$410,463
Previous $1.2 Billion 65.79%
% of portfolio
0.14%
Previous 0.47%

Shares

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

Oct 14, 2025

SELL
$110.06 - $110.49 $788,469 - $791,550
-7,164 Reduced 65.82%
3,721 $411 Million
Q2 2025

Jul 01, 2025

BUY
$110.06 - $110.46 $937,270 - $940,677
8,516 Added 359.48%
10,885 $1.2 Billion
Q1 2025

Apr 08, 2025

BUY
$110.11 - $110.51 $15,085 - $15,139
137 Added 6.14%
2,369 $262 Million
Q4 2024

Jan 08, 2025

BUY
$109.92 - $110.57 $245,341 - $246,792
2,232 New
2,232 $246 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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