True Link Financial Advisors, LLC Ishares Tr Transaction History

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 657,201 shares of SHV stock, worth $72.4 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
657,201
Previous 632,153 3.96%
Holding current value
$72.4 Million
Previous $69.8 Million 3.93%
% of portfolio
5.02%
Previous 5.21%

Shares

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

Jul 24, 2025
BUY
$110.06 - $110.46 $2.76 Million - $2.77 Million
25,048 Added 3.96%
657,201 $72.6 Million
Q1 2025

Apr 21, 2025
BUY
$110.11 - $110.51 $8.9 Million - $8.94 Million
80,854 Added 14.67%
632,153 $69.8 Million
Q4 2024

Jan 16, 2025
BUY
$109.92 - $110.57 $3.61 Million - $3.63 Million
32,862 Added 6.34%
551,299 $60.7 Million
Q3 2024

Oct 25, 2024
SELL
$110.05 - $110.63 $5.26 Million - $5.29 Million
-47,829 Reduced 8.45%
518,437 $57.4 Million
Q2 2024

Jul 12, 2024
BUY
$110.04 - $110.51 $8.03 Million - $8.06 Million
72,974 Added 14.79%
566,266 $62.6 Million
Q1 2024

Apr 19, 2024
BUY
$110.11 - $110.57 $5.44 Million - $5.47 Million
49,430 Added 11.14%
493,292 $54.5 Million
Q4 2023

Jan 19, 2024
BUY
$109.86 - $110.59 $21.9 Million - $22.1 Million
199,419 Added 81.58%
443,862 $48.9 Million
Q3 2023

Oct 30, 2023
BUY
$109.99 - $110.5 $26.9 Million - $27 Million
244,443 New
244,443 $27 Million

Others Institutions Holding SHV

# of Institutions
795
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
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