Able Wealth Management LLC Ishares Tr Transaction History

Able Wealth Management LLC

  • $316 Billion
  • Q4 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 370,179 shares of SHV stock, worth $40.8 Million. This represents 12.9% of its overall portfolio holdings.

Number of Shares
370,179
Previous 215,266 71.96%
Holding current value
$40.8 Million
Previous $23.8 Billion 71.43%
% of portfolio
12.9%
Previous 8.94%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$110.15 - $110.49 $17.1 Million - $17.1 Million
154,913 Added 71.96%
370,179 $40.8 Billion
Q3 2025

Oct 14, 2025
BUY
$110.06 - $110.49 $400,398 - $401,962
3,638 Added 1.72%
215,266 $23.8 Billion
Q2 2025

Aug 06, 2025
BUY
$110.06 - $110.46 $706,805 - $709,374
6,422 Added 3.13%
211,628 $23.4 Billion
Q1 2025

Apr 28, 2025
BUY
$110.11 - $110.51 $195,555 - $196,265
1,776 Added 0.87%
205,206 $22.7 Billion
Q4 2024

Feb 03, 2025
BUY
$109.92 - $110.57 $1.89 Million - $1.9 Million
17,210 Added 9.24%
203,430 $22.4 Billion
Q3 2024

Nov 01, 2024
BUY
$110.05 - $110.63 $370,978 - $372,933
3,371 Added 1.84%
186,220 $20.6 Billion
Q2 2024

Nov 01, 2024
SELL
$110.04 - $110.51 $59,751 - $60,006
-543 Reduced 0.3%
182,849 $20.2 Billion
Q1 2024

Nov 01, 2024
BUY
$110.11 - $110.57 $778,367 - $781,619
7,069 Added 4.01%
183,392 $20.3 Billion
Q4 2023

Feb 20, 2024
BUY
$109.86 - $110.59 $19.4 Million - $19.5 Million
176,323 New
176,323 $19.4 Billion

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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