Watts Gwilliam & Co., LLC Ishares Tr Transaction History

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Tr stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 7,018 shares of SHV stock, worth $774,155. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,018
Previous 7,931 11.51%
Holding current value
$774,155
Previous $876,000 11.64%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Sep 19, 2025
SELL
$110.06 - $110.46 $100,484 - $100,849
-913 Reduced 11.51%
7,018 $774,000
Q1 2025

May 13, 2025
BUY
$110.11 - $110.51 $498,467 - $500,278
4,527 Added 132.99%
7,931 $876,000
Q4 2024

Jan 08, 2025
BUY
$109.92 - $110.57 $219 - $221
2 Added 0.06%
3,404 $375 Million
Q3 2024

Oct 09, 2024
SELL
$110.05 - $110.63 $198,750 - $199,797
-1,806 Reduced 34.68%
3,402 $375 Million
Q1 2024

May 15, 2024
BUY
$110.11 - $110.57 $573,452 - $575,848
5,208 New
5,208 $574 Million

Others Institutions Holding SHV

# of Institutions
793
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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