Spartan Planning & Wealth Management Ishares Tr Transaction History

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 2025

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,577 shares of SHV stock, worth $394,221. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,577
Previous 7,371 51.47%
Holding current value
$394,221
Previous $814,000 51.6%
% of portfolio
0.35%
Previous 0.82%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$110.06 - $110.46 $417,567 - $419,085
-3,794 Reduced 51.47%
3,577 $394,000
Q1 2025

Apr 08, 2025
SELL
$110.11 - $110.51 $2.9 Million - $2.91 Million
-26,327 Reduced 78.13%
7,371 $814,000
Q4 2024

Jan 07, 2025
BUY
$109.92 - $110.57 $3.7 Million - $3.72 Million
33,657 Added 82090.24%
33,698 $3.71 Million
Q4 2023

Mar 12, 2024
SELL
$109.86 - $110.59 $3.2 Million - $3.22 Million
-29,090 Reduced 99.86%
41 $4,000
Q3 2023

Nov 17, 2023
BUY
$109.99 - $110.5 $701,406 - $704,658
6,377 Added 28.03%
29,131 $3.22 Million
Q4 2022

Feb 01, 2023
SELL
$109.74 - $110.1 $14 Million - $14 Million
-127,568 Reduced 84.86%
22,754 $2.5 Million
Q3 2022

Nov 01, 2022
SELL
$109.92 - $110.13 $5.38 Million - $5.39 Million
-48,976 Reduced 24.57%
150,322 $16.5 Million
Q2 2022

Aug 10, 2022
BUY
$109.96 - $110.28 $16.7 Million - $16.8 Million
152,296 Added 324.02%
199,298 $21.9 Million
Q1 2022

May 16, 2022
BUY
$110.22 - $110.4 $5.18 Million - $5.19 Million
47,002 New
47,002 $0

Others Institutions Holding SHV

# of Institutions
794
Shares Held
101M
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
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