Rmr Wealth Builders Ishares Tr Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

A detailed history of Rmr Wealth Builders transactions in Ishares Tr stock. As of the latest transaction made, Rmr Wealth Builders holds 2,636 shares of SHV stock, worth $291,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,636

Previous 2,873 8.25%

Holding current value

$291,172

Previous $316,000 7.91%

% of portfolio

0.03%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$110.11 - $110.51 $26,096 - $26,190	-237 Reduced 8.25%	2,636 $291,000
Q4 2024 Jan 10, 2025	SELL	$109.92 - $110.57 $101,016 - $101,613	-919 Reduced 24.24%	2,873 $316,000
Q3 2024 Oct 21, 2024	BUY	$110.05 - $110.63 $31,474 - $31,640	286 Added 8.16%	3,792 $419,000
Q2 2024 Jul 23, 2024	SELL	$110.04 - $110.51 $56,670 - $56,912	-515 Reduced 12.81%	3,506 $387,000
Q1 2024 Apr 15, 2024	BUY	$110.11 - $110.57 $3,193 - $3,206	29 Added 0.73%	4,021 $444,000
Q4 2023 Feb 06, 2024	SELL	$109.86 - $110.59 $314,529 - $316,619	-2,863 Reduced 41.77%	3,992 $439,000
Q3 2023 Oct 23, 2023	SELL	$109.99 - $110.5 $133,087 - $133,705	-1,210 Reduced 15.0%	6,855 $757,000
Q2 2023 Jul 21, 2023	SELL	$110.0 - $110.45 $77,220 - $77,535	-702 Reduced 8.01%	8,065 $890,000
Q1 2023 Apr 11, 2023	SELL	$109.94 - $110.5 $1.92 Million - $1.93 Million	-17,507 Reduced 66.63%	8,767 $968,000
Q4 2022 Feb 02, 2023	BUY	$109.74 - $110.1 $892,295 - $895,223	8,131 Added 44.82%	26,274 $2.89 Million
Q3 2022 Nov 08, 2022	SELL	$109.92 - $110.13 $241,604 - $242,065	-2,198 Reduced 10.81%	18,143 $2 Million
Q2 2022 Aug 02, 2022	BUY	$109.96 - $110.28 $205,625 - $206,223	1,870 Added 10.12%	20,341 $2.24 Million
Q1 2022 May 13, 2022	SELL	$110.22 - $110.4 $532,583 - $533,452	-4,832 Reduced 20.74%	18,471 $2.04 Million
Q4 2021 Feb 02, 2022	SELL	$110.39 - $110.47 $9.06 Million - $9.07 Million	-82,085 Reduced 77.89%	23,303 $2.57 Million
Q3 2021 Oct 18, 2021	BUY	$110.46 - $110.49 $2.1 Million - $2.11 Million	19,054 Added 22.07%	105,388 $11.6 Million
Q2 2021 Aug 16, 2021	SELL	$110.48 - $110.53 $3.95 Million - $3.96 Million	-35,783 Reduced 29.3%	86,334 $9.54 Million
Q1 2021 May 13, 2021	BUY	$110.51 - $110.53 $8.23 Million - $8.23 Million	74,436 Added 156.11%	122,117 $13.5 Million
Q4 2020 Feb 26, 2021	BUY	$110.51 - $110.7 $5.05 Million - $5.05 Million	45,656 Added 2254.62%	47,681 $5.27 Million
Q4 2020 Feb 09, 2021	SELL	$110.51 - $110.7 $13.1 Million - $13.1 Million	-118,209 Reduced 98.32%	2,025 $5.27 Million
Q3 2020 Nov 13, 2020	BUY	$110.7 - $110.74 $10.4 Million - $10.4 Million	94,288 Added 363.4%	120,234 $13.3 Million
Q2 2020 Aug 19, 2020	BUY	$110.71 - $110.94 $1.42 Million - $1.42 Million	12,841 Added 97.99%	25,946 $2.87 Million
Q4 2019 Mar 03, 2020	BUY	$110.39 - $110.72 $1.45 Million - $1.45 Million	13,105 New	13,105 $1.45 Million

Others Institutions Holding SHV

# of Institutions

789

Shares Held

100M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Rmr Wealth Builders Ishares Tr Transaction History