Drive Wealth Management, LLC Ishares Tr Transaction History

Drive Wealth Management, LLC

$388 Million
Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 71,329 shares of SHV stock, worth $7.87 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

71,329

Previous 75,805 5.9%

Holding current value

$7.87 Million

Previous $8.39 Million 6.34%

% of portfolio

2.02%

Previous 2.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$109.92 - $110.57 $492,001 - $494,911	-4,476 Reduced 5.9%	71,329 $7.85 Million
Q3 2024 Nov 07, 2024	BUY	$110.05 - $110.63 $1.75 Million - $1.76 Million	15,915 Added 26.57%	75,805 $8.39 Million
Q2 2024 Jul 31, 2024	SELL	$110.04 - $110.51 $61,072 - $61,333	-555 Reduced 0.92%	59,890 $6.62 Million
Q1 2024 Apr 22, 2024	SELL	$110.11 - $110.57 $21,361 - $21,450	-194 Reduced 0.32%	60,445 $6.68 Million
Q4 2023 Jan 22, 2024	SELL	$109.86 - $110.59 $50,755 - $51,092	-462 Reduced 0.76%	60,639 $6.68 Million
Q3 2023 Oct 10, 2023	BUY	$109.99 - $110.5 $207,001 - $207,961	1,882 Added 3.18%	61,101 $6.75 Million
Q2 2023 Jul 14, 2023	BUY	$110.0 - $110.45 $4.23 Million - $4.25 Million	38,466 Added 185.35%	59,219 $6.54 Million
Q1 2023 Apr 13, 2023	BUY	$109.94 - $110.5 $2.28 Million - $2.29 Million	20,753 New	20,753 $2.29 Million

Others Institutions Holding SHV

# of Institutions

773

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Drive Wealth Management, LLC Ishares Tr Transaction History