A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 26,264 shares of SHV stock, worth $2.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
26,264
Previous 26,989 2.69%
Holding current value
$2.9 Million
Previous $2.98 Billion 2.63%
% of portfolio
0.43%
Previous 0.55%

Shares

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

Nov 03, 2025

SELL
$110.06 - $110.49 $79,793 - $80,105
-725 Reduced 2.69%
26,264 $2.9 Billion
Q2 2025

Aug 04, 2025

BUY
$110.06 - $110.46 $481,402 - $483,152
4,374 Added 19.34%
26,989 $2.98 Billion
Q1 2025

May 05, 2025

BUY
$110.11 - $110.51 $860,619 - $863,746
7,816 Added 52.81%
22,615 $2.5 Billion
Q4 2024

Jan 21, 2025

SELL
$109.92 - $110.57 $93,212 - $93,763
-848 Reduced 5.42%
14,799 $1.63 Billion
Q3 2024

Oct 22, 2024

BUY
$110.05 - $110.63 $38,847 - $39,052
353 Added 2.31%
15,647 $1.73 Billion
Q2 2024

Aug 02, 2024

BUY
$110.04 - $110.51 $1.51 Million - $1.52 Million
13,726 Added 875.38%
15,294 $1.69 Billion
Q1 2024

May 13, 2024

SELL
$110.11 - $110.57 $185,755 - $186,531
-1,687 Reduced 51.83%
1,568 $173 Million
Q4 2023

Feb 14, 2024

SELL
$109.86 - $110.59 $539,302 - $542,886
-4,909 Reduced 60.13%
3,255 $358 Million
Q3 2023

Oct 17, 2023

SELL
$109.99 - $110.5 $62,474 - $62,764
-568 Reduced 6.5%
8,164 $902 Million
Q2 2023

Jul 17, 2023

BUY
$110.0 - $110.45 $960,520 - $964,449
8,732 New
8,732 $964 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.