Wealth Trak Capital Management LLC Ishares Tr Transaction History

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025

A detailed history of Wealth Trak Capital Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 12,993 shares of SHV stock, worth $1.44 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
12,993
Previous 13,159 1.26%
Holding current value
$1.44 Million
Previous $1.45 Billion 0.95%
% of portfolio
1.24%
Previous 1.23%

Shares

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

May 15, 2025
SELL
$110.11 - $110.51 $18,278 - $18,344
-166 Reduced 1.26%
12,993 $1.44 Billion
Q4 2024

Feb 12, 2025
BUY
$109.92 - $110.57 $1.45 Million - $1.45 Million
13,159 New
13,159 $1.45 Billion

Others Institutions Holding SHV

# of Institutions
799
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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