Atticus Wealth Management, LLC Ishares Tr Transaction History

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 25,404 shares of SHV stock, worth $2.8 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
25,404
Previous 18,016 41.01%
Holding current value
$2.8 Million
Previous $1.99 Million 41.08%
% of portfolio
0.77%
Previous 0.58%

Shares

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

Nov 07, 2025
BUY
$110.06 - $110.49 $813,123 - $816,300
7,388 Added 41.01%
25,404 $2.81 Million
Q2 2025

Jul 10, 2025
BUY
$110.06 - $110.46 $5,833 - $5,854
53 Added 0.3%
18,016 $1.99 Million
Q1 2025

Apr 22, 2025
SELL
$110.11 - $110.51 $298,508 - $299,592
-2,711 Reduced 13.11%
17,963 $1.98 Million
Q4 2024

Jan 22, 2025
SELL
$109.92 - $110.57 $155,866 - $156,788
-1,418 Reduced 6.42%
20,674 $2.28 Million
Q3 2024

Oct 15, 2024
SELL
$110.05 - $110.63 $8.25 Million - $8.3 Million
-74,986 Reduced 77.24%
22,092 $2.44 Million
Q2 2024

Jul 17, 2024
BUY
$110.04 - $110.51 $1.07 Million - $1.07 Million
9,689 Added 11.09%
97,078 $10.7 Million
Q1 2024

Apr 17, 2024
BUY
$110.11 - $110.57 $591,621 - $594,092
5,373 Added 6.55%
87,389 $9.66 Million
Q4 2023

Jan 17, 2024
SELL
$109.86 - $110.59 $717,275 - $722,042
-6,529 Reduced 7.37%
82,016 $9.03 Million
Q3 2023

Nov 15, 2023
SELL
$109.99 - $110.5 $173,674 - $174,479
-1,579 Reduced 1.75%
88,545 $9.78 Million
Q2 2023

Jul 20, 2023
BUY
$110.0 - $110.45 $119,680 - $120,169
1,088 Added 1.22%
90,124 $9.95 Million
Q1 2023

Apr 17, 2023
SELL
$109.94 - $110.5 $16.6 Million - $16.7 Million
-151,302 Reduced 62.95%
89,036 $9.84 Million
Q4 2022

Jan 31, 2023
BUY
$109.74 - $110.1 $14.6 Million - $14.6 Million
132,727 Added 123.34%
240,338 $26.4 Million
Q2 2022

Jul 13, 2022
BUY
$109.96 - $110.28 $11.8 Million - $11.9 Million
107,511 Added 107511.0%
107,611 $11.8 Million
Q4 2021

Jan 26, 2022
SELL
$110.39 - $110.47 $8,279 - $8,285
-75 Reduced 42.86%
100 $11,000
Q3 2021

Oct 18, 2021
SELL
$110.46 - $110.49 $16,789 - $16,794
-152 Reduced 46.48%
175 $19,000
Q2 2021

Jul 21, 2021
SELL
$110.48 - $110.53 $55,019 - $55,043
-498 Reduced 60.36%
327 $36,000
Q1 2021

Apr 15, 2021
SELL
$110.51 - $110.53 $1.04 Million - $1.04 Million
-9,371 Reduced 91.91%
825 $91,000
Q4 2020

Jan 20, 2021
SELL
$110.51 - $110.7 $123,550 - $123,762
-1,118 Reduced 9.88%
10,196 $1.13 Million
Q3 2020

Oct 21, 2020
SELL
$110.7 - $110.74 $99,851 - $99,887
-902 Reduced 7.38%
11,314 $1.25 Million
Q2 2020

Jul 15, 2020
SELL
$110.71 - $110.94 $1.12 Million - $1.12 Million
-10,086 Reduced 45.22%
12,216 $1.35 Million
Q1 2020

Apr 23, 2020
BUY
$110.45 - $111.07 $2.46 Million - $2.48 Million
22,302 New
22,302 $2.48 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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