Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 93,581 shares of SHV stock, worth $10.3 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
93,581
Previous 80,895 15.68%
Holding current value
$10.3 Million
Previous $8.93 Billion 15.76%
% of portfolio
1.84%
Previous 1.74%

Shares

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

Oct 23, 2025
BUY
$110.06 - $110.49 $1.4 Million - $1.4 Million
12,686 Added 15.68%
93,581 $10.3 Billion
Q2 2025

Jul 23, 2025
BUY
$110.06 - $110.46 $757,432 - $760,185
6,882 Added 9.3%
80,895 $8.93 Billion
Q1 2025

Apr 23, 2025
BUY
$110.11 - $110.51 $513,883 - $515,750
4,667 Added 6.73%
74,013 $8.18 Billion
Q4 2024

Feb 11, 2025
BUY
$109.92 - $110.57 $5.54 Million - $5.57 Million
50,372 Added 265.48%
69,346 $7.64 Billion
Q3 2024

Dec 19, 2024
BUY
$110.05 - $110.63 $1.11 Million - $1.11 Million
10,059 Added 112.83%
18,974 $2.1 Billion
Q2 2024

Dec 19, 2024
BUY
$110.04 - $110.51 $394,933 - $396,620
3,589 Added 67.39%
8,915 $985 Million
Q1 2024

Dec 19, 2024
SELL
$110.11 - $110.57 $2.34 Million - $2.35 Million
-21,226 Reduced 79.94%
5,326 $589 Million
Q4 2023

Dec 19, 2024
SELL
$109.86 - $110.59 $4.16 Million - $4.19 Million
-37,849 Reduced 58.77%
26,552 $2.92 Billion
Q3 2023

Dec 19, 2024
BUY
$109.99 - $110.5 $5.57 Million - $5.59 Million
50,621 Added 367.35%
64,401 $7.11 Billion
Q2 2023

Dec 19, 2024
BUY
$110.0 - $110.45 $869,440 - $872,996
7,904 Added 134.51%
13,780 $1.52 Billion
Q1 2023

Dec 19, 2024
BUY
$109.94 - $110.5 $646,007 - $649,298
5,876 New
5,876 $649 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
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, 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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email