Burling Wealth Partners, LLC Ishares Tr Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 61,073 shares of SHV stock, worth $6.74 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
61,073
Previous 30,207 102.18%
Holding current value
$6.74 Million
Previous $3.34 Billion 102.31%
% of portfolio
1.12%
Previous 0.62%

Shares

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

Nov 07, 2025
BUY
$110.06 - $110.49 $3.4 Million - $3.41 Million
30,866 Added 102.18%
61,073 $6.75 Billion
Q2 2025

Aug 08, 2025
BUY
$110.06 - $110.46 $3.32 Million - $3.34 Million
30,207 New
30,207 $3.34 Billion

Others Institutions Holding SHV

# of Institutions
780
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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