Strong Box Wealth, LLC Ishares Tr Transaction History

Strong Box Wealth, LLC

$273 Million
Q3 2025

A detailed history of Strong Box Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strong Box Wealth, LLC holds 2,246 shares of SHV stock, worth $247,711. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,246

Previous 2,218 1.26%

Holding current value

$247,711

Previous $244,000 1.64%

% of portfolio

0.09%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$110.06 - $110.49 $3,081 - $3,093	28 Added 1.26%	2,246 $248,000
Q1 2025 May 13, 2025	SELL	$110.11 - $110.51 $9,359 - $9,393	-85 Reduced 3.69%	2,218 $245,000
Q4 2024 Jan 14, 2025	BUY	$109.92 - $110.57 $253,145 - $254,642	2,303 New	2,303 $253,000
Q2 2021 Aug 10, 2021	SELL	$110.48 - $110.53 $824,291 - $824,664	-7,461 Closed	0 $0
Q1 2021 May 28, 2021	SELL	$110.51 - $110.53 $2.35 Million - $2.35 Million	-21,260 Reduced 74.02%	7,461 $825,000

Q4 2020 Feb 02, 2021	SELL	$110.51 - $110.7 $2.21 Million - $2.21 Million	-19,988 Reduced 41.04%	28,721 $3.18 Million
Q3 2020 Oct 20, 2020	BUY	$110.7 - $110.74 $2.86 Million - $2.86 Million	25,819 Added 112.8%	48,709 $5.39 Million
Q2 2020 Jul 30, 2020	BUY	$110.71 - $110.94 $1.03 Million - $1.03 Million	9,301 Added 68.45%	22,890 $2.54 Million
Q1 2020 May 15, 2020	BUY	$110.45 - $111.07 $1.5 Million - $1.51 Million	13,589 New	13,589 $1.51 Million

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Strong Box Wealth, LLC Ishares Tr Transaction History