Tru Independence Asset Management 2, LLC Ishares Tr Transaction History

Tru Independence Asset Management 2, LLC

$116 Million
Q1 2025

A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 23,800 shares of SHV stock, worth $2.63 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

23,800

Previous 58,814 59.53%

Holding current value

$2.63 Million

Previous $6.48 Million 59.42%

% of portfolio

2.27%

Previous 6.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$110.11 - $110.51 $3.86 Million - $3.87 Million	-35,014 Reduced 59.53%	23,800 $2.63 Million
Q4 2024 Jan 22, 2025	SELL	$109.92 - $110.57 $16,707 - $16,806	-152 Reduced 0.26%	58,814 $6.48 Million
Q3 2024 Nov 04, 2024	BUY	$110.05 - $110.63 $6.49 Million - $6.52 Million	58,966 New	58,966 $6.52 Million
Q3 2022 Oct 31, 2022	BUY	$109.92 - $110.13 $8.75 Million - $8.77 Million	79,598 Added 550.09%	94,068 $10.3 Million
Q2 2022 Aug 02, 2022	BUY	$109.96 - $110.28 $1.13 Million - $1.13 Million	10,274 Added 244.85%	14,470 $1.59 Million
Q4 2021 Jan 20, 2022	BUY	$110.39 - $110.47 $463,196 - $463,532	4,196 New	4,196 $463,000

Others Institutions Holding SHV

# of Institutions

803

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Tru Independence Asset Management 2, LLC Ishares Tr Transaction History