Kfa Private Wealth Group, LLC Ishares Tr Transaction History

Kfa Private Wealth Group, LLC

$412 Million
Q4 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 158,095 shares of SHV stock, worth $17.4 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

158,095

Previous 103,371 52.94%

Holding current value

$17.4 Million

Previous $11.4 Million 52.93%

% of portfolio

4.24%

Previous 3.29%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$110.15 - $110.49 $6.03 Million - $6.05 Million	54,724 Added 52.94%	158,095 $17.4 Million
Q3 2025 Oct 03, 2025	BUY	$110.06 - $110.49 $608,851 - $611,230	5,532 Added 5.65%	103,371 $11.4 Million
Q2 2025 Jul 24, 2025	BUY	$110.06 - $110.46 $1.24 Million - $1.24 Million	11,252 Added 13.0%	97,839 $10.8 Million
Q1 2025 May 07, 2025	BUY	$110.11 - $110.51 $229,469 - $230,302	2,084 Added 2.47%	86,587 $9.56 Million
Q4 2024 Jan 22, 2025	SELL	$109.92 - $110.57 $928,824 - $934,316	-8,450 Reduced 9.09%	84,503 $9.3 Million

Q3 2024 Oct 18, 2024	SELL	$110.05 - $110.63 $2.82 Million - $2.83 Million	-25,585 Reduced 21.58%	92,953 $10.3 Million
Q2 2024 Aug 07, 2024	SELL	$110.04 - $110.51 $11 Million - $11 Million	-99,553 Reduced 45.65%	118,538 $13.1 Million
Q1 2024 May 01, 2024	BUY	$110.11 - $110.57 $1.36 Million - $1.36 Million	12,327 Added 5.99%	218,091 $24.1 Million
Q4 2023 Feb 02, 2024	BUY	$109.86 - $110.59 $4.15 Million - $4.18 Million	37,812 Added 22.51%	205,764 $22.7 Million
Q3 2023 Oct 25, 2023	BUY	$109.99 - $110.5 $634,972 - $637,916	5,773 Added 3.56%	167,952 $18.6 Million
Q2 2023 Jul 18, 2023	BUY	$110.0 - $110.45 $9.8 Million - $9.84 Million	89,080 Added 121.86%	162,179 $17.9 Million
Q1 2023 May 05, 2023	BUY	$109.94 - $110.5 $608,078 - $611,175	5,531 Added 8.19%	73,099 $8.08 Million
Q4 2022 Jan 31, 2023	BUY	$109.74 - $110.1 $21,399 - $21,469	195 Added 0.29%	67,568 $7.43 Million
Q3 2022 Nov 02, 2022	BUY	$109.92 - $110.13 $41,549 - $41,629	378 Added 0.56%	67,373 $7.41 Million
Q2 2022 Jul 18, 2022	BUY	$109.96 - $110.28 $832,507 - $834,929	7,571 Added 12.74%	66,995 $7.38 Million
Q1 2022 May 02, 2022	BUY	$110.22 - $110.4 $58,306 - $58,401	529 Added 0.9%	59,424 $6.55 Million
Q4 2021 Jan 26, 2022	SELL	$110.39 - $110.47 $187,552 - $187,688	-1,699 Reduced 2.8%	58,895 $6.5 Million
Q3 2021 Oct 18, 2021	SELL	$110.46 - $110.49 $289,957 - $290,036	-2,625 Reduced 4.15%	60,594 $6.69 Million
Q2 2021 Jul 22, 2021	BUY	$110.48 - $110.53 $36,458 - $36,474	330 Added 0.52%	63,219 $6.99 Million
Q1 2021 May 06, 2021	SELL	$110.51 - $110.53 $145,873 - $145,899	-1,320 Reduced 2.06%	62,889 $6.95 Million
Q4 2020 Mar 08, 2021	BUY	$110.51 - $110.7 $641,510 - $642,613	5,805 Added 9.94%	64,209 $7.1 Million
Q3 2020 Nov 04, 2020	BUY	$110.7 - $110.74 $497,043 - $497,222	4,490 Added 8.33%	58,404 $6.47 Million
Q2 2020 Jul 28, 2020	BUY	$110.71 - $110.94 $3.09 Million - $3.09 Million	27,866 Added 106.98%	53,914 $5.97 Million
Q1 2020 Apr 23, 2020	BUY	$110.45 - $111.07 $659,717 - $663,421	5,973 Added 29.75%	26,048 $2.89 Million
Q4 2019 Jan 28, 2020	BUY	$110.39 - $110.72 $2.22 Million - $2.22 Million	20,075 New	20,075 $2.22 Million

Others Institutions Holding SHV

# of Institutions

783

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Kfa Private Wealth Group, LLC Ishares Tr Transaction History