Flagship Private Wealth, LLC Ishares Tr Transaction History

Flagship Private Wealth, LLC

$247 Million
Q3 2025

A detailed history of Flagship Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 7,513 shares of SHV stock, worth $828,608. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,513

Previous 15,747 52.29%

Holding current value

$828,608

Previous $1.74 Million 52.24%

% of portfolio

0.34%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$110.06 - $110.49 $906,234 - $909,774	-8,234 Reduced 52.29%	7,513 $830,000
Q2 2025 Jul 21, 2025	BUY	$110.06 - $110.46 $34,889 - $35,015	317 Added 2.05%	15,747 $1.74 Million
Q1 2025 Apr 14, 2025	SELL	$110.11 - $110.51 $2.29 Million - $2.3 Million	-20,798 Reduced 57.41%	15,430 $1.7 Million
Q4 2024 Jan 21, 2025	BUY	$109.92 - $110.57 $2.96 Million - $2.98 Million	26,921 Added 289.26%	36,228 $3.99 Million
Q3 2024 Oct 30, 2024	BUY	$110.05 - $110.63 $234,406 - $235,641	2,130 Added 29.68%	9,307 $1.03 Million

Q2 2024 Jul 22, 2024	SELL	$110.04 - $110.51 $175,623 - $176,373	-1,596 Reduced 18.19%	7,177 $793,000
Q1 2024 Apr 30, 2024	BUY	$110.11 - $110.57 $965,995 - $970,030	8,773 New	8,773 $969,000

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Flagship Private Wealth, LLC Ishares Tr Transaction History