Archetype Wealth Partners Ishares Tr Transaction History

Archetype Wealth Partners

$785 Million
Q3 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 9,282 shares of SHV stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,282

Previous 9,565 2.96%

Holding current value

$1.02 Million

Previous $1.06 Million 2.84%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$110.06 - $110.49 $31,146 - $31,268	-283 Reduced 2.96%	9,282 $1.03 Million
Q2 2025 Aug 14, 2025	SELL	$110.06 - $110.46 $22,122 - $22,202	-201 Reduced 2.06%	9,565 $1.06 Million
Q1 2025 May 14, 2025	SELL	$110.11 - $110.51 $39,419 - $39,562	-358 Reduced 3.54%	9,766 $1.08 Million
Q4 2024 Feb 14, 2025	SELL	$109.92 - $110.57 $377,685 - $379,918	-3,436 Reduced 25.34%	10,124 $1.12 Million
Q3 2024 Nov 14, 2024	SELL	$110.05 - $110.63 $25,201 - $25,334	-229 Reduced 1.66%	13,560 $1.5 Million

Q2 2024 Aug 15, 2024	SELL	$110.04 - $110.51 $588,603 - $591,117	-5,349 Reduced 27.95%	13,789 $1.52 Million
Q1 2024 May 14, 2024	BUY	$110.11 - $110.57 $110 - $110	1 Added 0.01%	19,138 $2.12 Million
Q4 2023 Feb 14, 2024	BUY	$109.86 - $110.59 $2.1 Million - $2.12 Million	19,137 New	19,137 $2.11 Million

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

Archetype Wealth Partners Ishares Tr Transaction History