Innova Wealth Partners Ishares Tr Transaction History

Innova Wealth Partners

$166 Million
Q3 2025

A detailed history of Innova Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Innova Wealth Partners holds 5,662 shares of SHV stock, worth $624,461. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,662

Previous 5,862 3.41%

Holding current value

$624,461

Previous $647,000 3.4%

% of portfolio

0.38%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$110.06 - $110.49 $22,012 - $22,098	-200 Reduced 3.41%	5,662 $625,000
Q2 2025 Jul 28, 2025	SELL	$110.06 - $110.46 $15,298 - $15,353	-139 Reduced 2.32%	5,862 $647,000
Q1 2025 May 06, 2025	SELL	$110.11 - $110.51 $125,084 - $125,539	-1,136 Reduced 15.92%	6,001 $662,000
Q4 2024 Jan 07, 2025	BUY	$109.92 - $110.57 $784,499 - $789,138	7,137 New	7,137 $785,000
Q2 2024 Aug 13, 2024	SELL	$110.04 - $110.51 $137,990 - $138,579	-1,254 Reduced 14.98%	7,116 $786,000

Q1 2024 May 15, 2024	SELL	$110.11 - $110.57 $393,533 - $395,177	-3,574 Reduced 29.92%	8,370 $925,000
Q4 2023 Feb 07, 2024	BUY	$109.86 - $110.59 $8,019 - $8,073	73 Added 0.61%	11,944 $1.32 Million
Q3 2023 Oct 23, 2023	BUY	$109.99 - $110.5 $310,171 - $311,610	2,820 Added 31.16%	11,871 $1.31 Million
Q2 2023 Jul 13, 2023	BUY	$110.0 - $110.45 $660,440 - $663,141	6,004 Added 197.05%	9,051 $999,000
Q1 2023 Apr 25, 2023	BUY	$109.94 - $110.5 $334,987 - $336,693	3,047 New	3,047 $336,000

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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Innova Wealth Partners Ishares Tr Transaction History