Sagespring Wealth Partners, LLC Ishares Tr Transaction History

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 9,842 shares of SHV stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,842
Previous 3,661 168.83%
Holding current value
$1.09 Million
Previous $404 Million 169.04%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 31, 2025
BUY
$110.06 - $110.49 $680,280 - $682,938
6,181 Added 168.83%
9,842 $1.09 Billion
Q2 2025

Jul 28, 2025
BUY
$110.06 - $110.46 $128,109 - $128,575
1,164 Added 46.62%
3,661 $404 Million
Q1 2025

Apr 17, 2025
BUY
$110.11 - $110.51 $274,944 - $275,943
2,497 New
2,497 $276 Million

Others Institutions Holding SHV

# of Institutions
793
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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, 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 Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email