Ci Private Wealth, LLC Ishares Tr Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 28,497 shares of SHV stock, worth $3.14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,497
Previous 13,926 104.63%
Holding current value
$3.14 Million
Previous $1.54 Million 104.81%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$110.06 - $110.49 $1.6 Million - $1.61 Million
14,571 Added 104.63%
28,497 $3.15 Million
Q2 2025

Aug 15, 2025
SELL
$110.06 - $110.46 $8.53 Million - $8.56 Million
-77,478 Reduced 84.76%
13,926 $1.54 Million
Q1 2025

May 14, 2025
SELL
$110.11 - $110.51 $4.36 Million - $4.37 Million
-39,587 Reduced 30.22%
91,404 $10.1 Million
Q4 2024

Feb 10, 2025
SELL
$109.92 - $110.57 $14.3 Million - $14.4 Million
-130,237 Reduced 49.86%
130,991 $14.4 Million
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $20.9 Million - $21 Million
190,053 Added 267.02%
261,228 $28.9 Million
Q2 2024

Aug 13, 2024
BUY
$110.04 - $110.51 $474,822 - $476,850
4,315 Added 6.45%
71,175 $7.86 Million
Q1 2024

May 09, 2024
SELL
$110.11 - $110.57 $23,673 - $23,772
-215 Reduced 0.32%
66,860 $7.39 Million
Q4 2023

Feb 09, 2024
SELL
$109.86 - $110.59 $789,563 - $794,810
-7,187 Reduced 9.68%
67,075 $7.39 Million
Q3 2023

Nov 03, 2023
BUY
$109.99 - $110.5 $1.08 Million - $1.08 Million
9,785 Added 15.18%
74,262 $8.2 Million
Q2 2023

Aug 10, 2023
SELL
$110.0 - $110.45 $1.36 Million - $1.36 Million
-12,349 Reduced 16.07%
64,477 $7.12 Million
Q1 2023

May 15, 2023
BUY
$109.94 - $110.5 $1.68 Million - $1.69 Million
15,253 Added 24.77%
76,826 $8.49 Million
Q4 2022

Feb 15, 2023
BUY
$109.74 - $110.1 $6.76 Million - $6.78 Million
61,573 New
61,573 $6.77 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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