Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 43,188 shares of SHV stock, worth $4.77 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
43,188
Previous 37,574 14.94%
Holding current value
$4.77 Million
Previous $4.14 Million 15.3%
% of portfolio
0.63%
Previous 0.53%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$110.11 - $110.51 $618,157 - $620,403
5,614 Added 14.94%
43,188 $4.77 Million
Q4 2024

Jan 23, 2025
BUY
$109.92 - $110.57 $1.24 Million - $1.24 Million
11,241 Added 42.69%
37,574 $4.14 Million
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $174,099 - $175,016
1,582 Added 6.39%
26,333 $2.91 Million
Q2 2024

Jul 25, 2024
SELL
$110.04 - $110.51 $191,029 - $191,845
-1,736 Reduced 6.55%
24,751 $2.73 Million
Q1 2024

Apr 30, 2024
SELL
$110.11 - $110.57 $1.05 Million - $1.06 Million
-9,547 Reduced 26.49%
26,487 $2.93 Million
Q4 2023

Jan 31, 2024
BUY
$109.86 - $110.59 $289,590 - $291,515
2,636 Added 7.89%
36,034 $3.97 Million
Q3 2023

Oct 13, 2023
BUY
$109.99 - $110.5 $1.77 Million - $1.78 Million
16,082 Added 92.87%
33,398 $3.69 Million
Q2 2023

Jul 25, 2023
SELL
$110.0 - $110.45 $263,230 - $264,306
-2,393 Reduced 12.14%
17,316 $1.91 Million
Q1 2023

Apr 20, 2023
SELL
$109.94 - $110.5 $3,188 - $3,204
-29 Reduced 0.15%
19,709 $2.18 Million
Q4 2022

Feb 02, 2023
SELL
$109.74 - $110.1 $79,451 - $79,712
-724 Reduced 3.54%
19,738 $2.17 Million
Q3 2022

Oct 18, 2022
SELL
$109.92 - $110.13 $99,037 - $99,227
-901 Reduced 4.22%
20,462 $2.25 Million
Q2 2022

Jul 25, 2022
SELL
$109.96 - $110.28 $26,830 - $26,908
-244 Reduced 1.13%
21,363 $2.35 Million
Q1 2022

Apr 29, 2022
SELL
$110.22 - $110.4 $404,838 - $405,499
-3,673 Reduced 14.53%
21,607 $2.38 Million
Q4 2021

Jan 21, 2022
BUY
$110.39 - $110.47 $30,578 - $30,600
277 Added 1.11%
25,280 $2.79 Million
Q3 2021

Nov 15, 2021
SELL
$110.46 - $110.49 $7,400 - $7,402
-67 Reduced 0.27%
25,003 $2.76 Million
Q2 2021

Jul 21, 2021
SELL
$110.48 - $110.53 $157,544 - $157,615
-1,426 Reduced 5.38%
25,070 $2.77 Million
Q1 2021

May 04, 2021
SELL
$110.51 - $110.53 $202,343 - $202,380
-1,831 Reduced 6.46%
26,496 $2.93 Million
Q4 2020

Feb 01, 2021
SELL
$110.51 - $110.7 $48,624 - $48,708
-440 Reduced 1.53%
28,327 $3.13 Million
Q3 2020

Nov 03, 2020
BUY
$110.7 - $110.74 $121,437 - $121,481
1,097 Added 3.96%
28,767 $3.18 Million
Q2 2020

Jul 30, 2020
BUY
$110.71 - $110.94 $967,716 - $969,726
8,741 Added 46.18%
27,670 $3.06 Million
Q1 2020

Apr 29, 2020
BUY
$110.45 - $111.07 $249,617 - $251,018
2,260 Added 13.56%
18,929 $2.1 Million
Q4 2019

Feb 27, 2020
BUY
$110.39 - $110.72 $1.64 Million - $1.64 Million
14,828 Added 805.43%
16,669 $1.84 Million
Q4 2019

Jan 27, 2020
SELL
$110.39 - $110.72 $1.96 Million - $1.97 Million
-17,793 Reduced 90.62%
1,841 $1.84 Million
Q3 2019

Oct 28, 2019
SELL
$110.45 - $110.67 $718,587 - $720,019
-6,506 Reduced 24.89%
19,634 $2.17 Million
Q2 2019

Aug 02, 2019
SELL
$110.35 - $110.67 $160,559 - $161,024
-1,455 Reduced 5.27%
26,140 $2.89 Million
Q1 2019

May 15, 2019
BUY
$110.31 - $110.57 $3.04 Million - $3.05 Million
27,595 New
27,595 $3.05 Million
Q4 2018

Feb 08, 2019
SELL
$110.21 - $110.47 $5.18 Million - $5.2 Million
-47,045 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-7,420 Reduced 13.62%
47,045 $5.2 Million
Q2 2018

Aug 10, 2018
BUY
N/A
31,625 Added 138.46%
54,465 $6.03 Million
Q1 2018

May 15, 2018
BUY
N/A
18,597 Added 438.3%
22,840 $2.53 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-10,446 Reduced 71.11%
4,243 $468,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,267 Reduced 13.37%
14,689 $1.62 Million
Q2 2017

Aug 14, 2017
BUY
N/A
16,956
16,956 $1.87 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
96.1M
Call Options Held
2K
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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