Retirement Capital Strategies Ishares Tr Transaction History

Retirement Capital Strategies

$231 Million
Q2 2025

A detailed history of Retirement Capital Strategies transactions in Ishares Tr stock. As of the latest transaction made, Retirement Capital Strategies holds 11,524 shares of SHV stock, worth $1.27 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

11,524

Previous 4,537 154.0%

Holding current value

$1.27 Million

Previous $501,000 153.89%

% of portfolio

0.55%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$110.06 - $110.46 $768,989 - $771,784	6,987 Added 154.0%	11,524 $1.27 Million
Q4 2024 Feb 07, 2025	BUY	$109.92 - $110.57 $498,707 - $501,656	4,537 New	4,537 $499,000
Q4 2023 Feb 14, 2024	SELL	$109.86 - $110.59 $12 Million - $12 Million	-108,876 Reduced 96.89%	3,495 $384,000
Q3 2023 Nov 13, 2023	BUY	$109.99 - $110.5 $12.4 Million - $12.4 Million	112,371 New	112,371 $12.4 Million
Q1 2023 May 08, 2023	SELL	$109.94 - $110.5 $954,169 - $959,029	-8,679 Reduced 19.24%	36,419 $4.02 Million
Q4 2022 Feb 07, 2023	BUY	$109.74 - $110.1 $228,698 - $229,448	2,084 Added 4.84%	45,098 $4.96 Million
Q3 2022 Nov 10, 2022	BUY	$109.92 - $110.13 $4.73 Million - $4.74 Million	43,014 New	43,014 $4.73 Million
Q4 2020 Feb 12, 2021	SELL	$110.51 - $110.7 $201,570 - $201,916	-1,824 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$110.7 - $110.74 $201,916 - $201,989	1,824 New	1,824 $202,000

Others Institutions Holding SHV

# of Institutions

792

Shares Held

98.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Retirement Capital Strategies Ishares Tr Transaction History