Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 3,012 shares of SHV stock, worth $332,193. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,012
Previous 3,664 17.79%
Holding current value
$332,193
Previous $405 Million 17.74%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 07, 2025
SELL
$110.06 - $110.49 $71,759 - $72,039
-652 Reduced 17.79%
3,012 $333 Million
Q2 2025

Jul 29, 2025
SELL
$110.06 - $110.46 $367,050 - $368,384
-3,335 Reduced 47.65%
3,664 $405 Million
Q1 2025

Apr 29, 2025
SELL
$110.11 - $110.51 $176,065 - $176,705
-1,599 Reduced 18.6%
6,999 $773 Million
Q4 2024

Feb 13, 2025
BUY
$109.92 - $110.57 $14,729 - $14,816
134 Added 1.58%
8,598 $947 Million
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $11,775 - $11,837
107 Added 1.28%
8,464 $936 Million
Q2 2024

Aug 07, 2024
SELL
$110.04 - $110.51 $43,025 - $43,209
-391 Reduced 4.47%
8,357 $923 Million
Q1 2024

May 08, 2024
SELL
$110.11 - $110.57 $76,746 - $77,067
-697 Reduced 7.38%
8,748 $967 Million
Q4 2023

Jan 29, 2024
BUY
$109.86 - $110.59 $17,687 - $17,804
161 Added 1.73%
9,445 $1.04 Billion
Q3 2023

Nov 08, 2023
BUY
$109.99 - $110.5 $8,469 - $8,508
77 Added 0.84%
9,284 $1.03 Billion
Q2 2023

Aug 09, 2023
BUY
$110.0 - $110.45 $11,770 - $11,818
107 Added 1.18%
9,207 $1.01 Billion
Q1 2023

May 03, 2023
BUY
$109.94 - $110.5 $1 Million - $1.01 Million
9,100 New
9,100 $1.01 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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