Birchcreek Wealth Management, LLC Ishares Tr Transaction History

Birchcreek Wealth Management, LLC

  • $193 Million
  • Q3 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 18,925 shares of SHV stock, worth $2.09 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
18,925
Previous 19,379 2.34%
Holding current value
$2.09 Million
Previous $2.14 Million 2.24%
% of portfolio
1.09%
Previous 1.22%

Shares

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

Oct 27, 2025
SELL
$110.06 - $110.49 $49,967 - $50,162
-454 Reduced 2.34%
18,925 $2.09 Million
Q2 2025

Aug 07, 2025
SELL
$110.06 - $110.46 $174,555 - $175,189
-1,586 Reduced 7.56%
19,379 $2.14 Million
Q1 2025

May 06, 2025
SELL
$110.11 - $110.51 $121,781 - $122,224
-1,106 Reduced 5.01%
20,965 $2.32 Million
Q4 2024

Feb 04, 2025
SELL
$109.92 - $110.57 $2.38 Million - $2.39 Million
-21,621 Reduced 49.49%
22,071 $2.43 Million
Q3 2024

Nov 06, 2024
SELL
$110.05 - $110.63 $8.23 Million - $8.28 Million
-74,806 Reduced 63.13%
43,692 $4.83 Million
Q2 2024

Aug 02, 2024
BUY
$110.04 - $110.51 $1.13 Million - $1.13 Million
10,267 Added 9.49%
118,498 $13.1 Million
Q1 2024

Apr 29, 2024
BUY
$110.11 - $110.57 $2.42 Million - $2.43 Million
21,938 Added 25.42%
108,231 $12 Million
Q4 2023

Feb 05, 2024
BUY
$109.86 - $110.59 $4.22 Million - $4.25 Million
38,404 Added 80.19%
86,293 $9.5 Million
Q3 2023

Oct 23, 2023
BUY
$109.99 - $110.5 $599,995 - $602,777
5,455 Added 12.86%
47,889 $5.29 Million
Q2 2023

Jul 20, 2023
BUY
$110.0 - $110.45 $1.48 Million - $1.49 Million
13,476 Added 46.54%
42,434 $4.69 Million
Q1 2023

May 01, 2023
BUY
$109.94 - $110.5 $3.18 Million - $3.2 Million
28,958 New
28,958 $3.2 Million

Others Institutions Holding SHV

# of Institutions
781
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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