Fiduciary Alliance LLC Ishares Tr Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 30,705 shares of SHV stock, worth $3.39 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
30,705
Previous 29,046 5.71%
Holding current value
$3.39 Million
Previous $3.21 Billion 5.78%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Oct 08, 2025
BUY
$110.06 - $110.49 $182,589 - $183,302
1,659 Added 5.71%
30,705 $3.39 Billion
Q2 2025

Jul 09, 2025
SELL
$110.06 - $110.46 $53,269 - $53,462
-484 Reduced 1.64%
29,046 $3.21 Billion
Q1 2025

Apr 09, 2025
SELL
$110.11 - $110.51 $52,632 - $52,823
-478 Reduced 1.59%
29,530 $3.26 Billion
Q4 2024

Jan 13, 2025
BUY
$109.92 - $110.57 $35,724 - $35,935
325 Added 1.09%
30,008 $3.3 Billion
Q3 2024

Oct 11, 2024
SELL
$110.05 - $110.63 $586,126 - $589,215
-5,326 Reduced 15.21%
29,683 $3.28 Billion
Q2 2024

Jul 09, 2024
BUY
$110.04 - $110.51 $433,117 - $434,967
3,936 Added 12.67%
35,009 $3.85 Billion
Q1 2024

Apr 17, 2024
BUY
$110.11 - $110.57 $484,594 - $486,618
4,401 Added 16.5%
31,073 $3.42 Billion
Q4 2023

Jan 17, 2024
BUY
$109.86 - $110.59 $1.44 Million - $1.45 Million
13,134 Added 97.02%
26,672 $2.94 Billion
Q3 2023

Oct 18, 2023
SELL
$109.99 - $110.5 $387,494 - $389,291
-3,523 Reduced 20.65%
13,538 $1.5 Billion
Q2 2023

Jul 18, 2023
BUY
$110.0 - $110.45 $31,570 - $31,699
287 Added 1.71%
17,061 $1.88 Billion
Q1 2023

Apr 18, 2023
SELL
$109.94 - $110.5 $242,307 - $243,542
-2,204 Reduced 11.61%
16,774 $1.85 Billion
Q4 2022

Jan 19, 2023
BUY
$109.74 - $110.1 $2.08 Million - $2.09 Million
18,978 New
18,978 $2.09 Billion

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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