Van Weelden Wealth Management, LLC Ishares Tr Transaction History

Van Weelden Wealth Management, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Van Weelden Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Van Weelden Wealth Management, LLC holds 53,983 shares of SHV stock, worth $5.96 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
53,983
Previous 45,257 19.28%
Holding current value
$5.96 Million
Previous $4.98 Billion 19.66%
% of portfolio
5.31%
Previous 4.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$110.11 - $110.51 $960,819 - $964,310
8,726 Added 19.28%
53,983 $5.96 Billion
Q4 2024

Feb 10, 2025
BUY
$109.92 - $110.57 $4.97 Million - $5 Million
45,257 New
45,257 $4.98 Billion

Others Institutions Holding SHV

# of Institutions
787
Shares Held
99.1M
Call Options Held
2K
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 Van Weelden Wealth Management, LLC Portfolio

Follow Van Weelden Wealth Management, 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 Van Weelden Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Weelden Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email