White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

  • $654 Million
  • Q3 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 323,537 shares of SHV stock, worth $35.7 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares
323,537
Previous 288,246 12.24%
Holding current value
$35.7 Million
Previous $31.8 Million 12.31%
% of portfolio
5.47%
Previous 5.2%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$110.06 - $110.49 $3.88 Million - $3.9 Million
35,291 Added 12.24%
323,537 $35.7 Million
Q2 2025

Jul 30, 2025
BUY
$110.06 - $110.46 $132,952 - $133,435
1,208 Added 0.42%
288,246 $31.8 Million
Q1 2025

May 12, 2025
BUY
$110.11 - $110.51 $3.57 Million - $3.59 Million
32,443 Added 12.74%
287,038 $31.7 Million
Q4 2024

Feb 04, 2025
BUY
$109.92 - $110.57 $5.36 Million - $5.39 Million
48,772 Added 23.7%
254,595 $28 Million
Q3 2024

Oct 30, 2024
BUY
$110.05 - $110.63 $533,082 - $535,891
4,844 Added 2.41%
205,823 $22.8 Million
Q2 2024

Jul 15, 2024
BUY
$110.04 - $110.51 $6.42 Million - $6.44 Million
58,312 Added 40.87%
200,979 $22.2 Million
Q1 2024

May 07, 2024
BUY
$110.11 - $110.57 $2.12 Million - $2.13 Million
19,244 Added 15.59%
142,667 $15.8 Million
Q4 2023

Jan 23, 2024
BUY
$109.86 - $110.59 $1.38 Million - $1.39 Million
12,599 Added 11.37%
123,423 $13.6 Million
Q3 2023

Oct 18, 2023
BUY
$109.99 - $110.5 $1.02 Million - $1.03 Million
9,281 Added 9.14%
110,824 $12.2 Million
Q2 2023

Aug 07, 2023
BUY
$110.0 - $110.45 $3.23 Million - $3.25 Million
29,395 Added 40.74%
101,543 $11.2 Million
Q1 2023

Apr 20, 2023
BUY
$109.94 - $110.5 $878,640 - $883,116
7,992 Added 12.46%
72,148 $7.97 Million
Q4 2022

Jan 24, 2023
BUY
$109.74 - $110.1 $133,773 - $134,211
1,219 Added 1.94%
64,156 $0
Q3 2022

Oct 18, 2022
SELL
$109.92 - $110.13 $27,480 - $27,532
-250 Reduced 0.4%
62,937 $6.92 Million
Q2 2022

Jul 20, 2022
BUY
$109.96 - $110.28 $397,285 - $398,441
3,613 Added 6.06%
63,187 $6.96 Million
Q1 2022

Apr 20, 2022
SELL
$110.22 - $110.4 $76,933 - $77,059
-698 Reduced 1.16%
59,574 $6.57 Million
Q4 2021

Jan 12, 2022
BUY
$110.39 - $110.47 $1.26 Million - $1.26 Million
11,415 Added 23.36%
60,272 $6.66 Million
Q3 2021

Oct 20, 2021
BUY
$110.46 - $110.49 $266,650 - $266,722
2,414 Added 5.2%
48,857 $5.4 Million
Q2 2021

Jul 26, 2021
BUY
$110.48 - $110.53 $305,698 - $305,836
2,767 Added 6.34%
46,443 $5.13 Million
Q1 2021

May 07, 2021
SELL
$110.51 - $110.53 $180,020 - $180,053
-1,629 Reduced 3.6%
43,676 $4.83 Million
Q4 2020

Feb 03, 2021
SELL
$110.51 - $110.7 $546,250 - $547,190
-4,943 Reduced 9.84%
45,305 $5.01 Million
Q3 2020

Oct 15, 2020
SELL
$110.7 - $110.74 $370,070 - $370,203
-3,343 Reduced 6.24%
50,248 $5.56 Million
Q2 2020

Jul 23, 2020
SELL
$110.71 - $110.94 $578,791 - $579,994
-5,228 Reduced 8.89%
53,591 $5.94 Million
Q1 2020

Apr 07, 2020
BUY
$110.45 - $111.07 $191,188 - $192,262
1,731 Added 3.03%
58,819 $6.53 Million
Q4 2019

Jan 24, 2020
BUY
$110.39 - $110.72 $837,639 - $840,143
7,588 Added 15.33%
57,088 $6.31 Million
Q3 2019

Nov 13, 2019
SELL
$110.45 - $110.67 $278,334 - $278,888
-2,520 Reduced 4.84%
49,500 $5.48 Million
Q2 2019

Jul 31, 2019
BUY
$110.35 - $110.67 $1.07 Million - $1.07 Million
9,710 Added 22.95%
52,020 $5.76 Million
Q1 2019

May 08, 2019
BUY
$110.31 - $110.57 $3.2 Million - $3.21 Million
29,022 Added 218.41%
42,310 $4.68 Million
Q4 2018

Jan 23, 2019
BUY
$110.21 - $110.47 $1.14 Million - $1.14 Million
10,340 Added 350.75%
13,288 $1.47 Million
Q3 2018

Oct 24, 2018
SELL
N/A
-4,750 Reduced 61.7%
2,948 $326,000
Q2 2018

Aug 09, 2018
SELL
N/A
-1,000 Reduced 11.5%
7,698 $850,000
Q1 2018

Apr 12, 2018
SELL
N/A
-1,690 Reduced 16.27%
8,698 $960,000
Q4 2017

Jan 10, 2018
BUY
N/A
10,388
10,388 $1.15 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
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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