Insight Wealth Partners, LLC Ishares Tr Transaction History

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 8,163 shares of SHV stock, worth $900,297. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,163
Previous 7,552 8.09%
Holding current value
$900,297
Previous $833,000 8.16%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2025
BUY
$110.06 - $110.49 $67,246 - $67,509
611 Added 8.09%
8,163 $901,000
Q2 2025

Jul 31, 2025
BUY
$110.06 - $110.46 $21,791 - $21,871
198 Added 2.69%
7,552 $833,000
Q1 2025

May 15, 2025
BUY
$110.11 - $110.51 $809,748 - $812,690
7,354 New
7,354 $812,000
Q3 2022

Dec 01, 2022
BUY
$109.92 - $110.13 $244,901 - $245,369
2,228 New
2,228 $245,000

Others Institutions Holding SHV

# of Institutions
782
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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