Lee Financial CO Ishares Tr Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Ishares Tr stock. As of the latest transaction made, Lee Financial CO holds 200,307 shares of SHV stock, worth $22.1 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

200,307

Previous 171,837 16.57%

Holding current value

$22.1 Million

Previous $19 Million 16.64%

% of portfolio

2.82%

Previous 2.76%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$110.06 - $110.49 $3.13 Million - $3.15 Million	28,470 Added 16.57%	200,307 $22.1 Million
Q2 2025 Jul 24, 2025	SELL	$110.06 - $110.46 $831,723 - $834,746	-7,557 Reduced 4.21%	171,837 $19 Million
Q1 2025 May 13, 2025	SELL	$110.11 - $110.51 $4.63 Million - $4.65 Million	-42,043 Reduced 18.99%	179,394 $19.8 Million
Q4 2024 Jan 30, 2025	SELL	$109.92 - $110.57 $315,690 - $317,557	-2,872 Reduced 1.28%	221,437 $24.4 Million
Q3 2024 Nov 14, 2024	BUY	$110.05 - $110.63 $2.15 Million - $2.16 Million	19,526 Added 9.53%	224,309 $24.8 Million

Q2 2024 Aug 14, 2024	BUY	$110.04 - $110.51 $515,647 - $517,849	4,686 Added 2.34%	204,783 $22.6 Million
Q1 2024 May 15, 2024	BUY	$110.11 - $110.57 $1.53 Million - $1.53 Million	13,880 Added 7.45%	200,097 $22.1 Million
Q4 2023 Feb 08, 2024	BUY	$109.86 - $110.59 $1.71 Million - $1.72 Million	15,523 Added 9.09%	186,217 $20.5 Million
Q3 2023 Nov 09, 2023	SELL	$109.99 - $110.5 $706,355 - $709,631	-6,422 Reduced 3.63%	170,694 $18.9 Million
Q2 2023 Aug 08, 2023	SELL	$110.0 - $110.45 $678,370 - $681,145	-6,167 Reduced 3.36%	177,116 $19.6 Million
Q1 2023 May 15, 2023	BUY	$109.94 - $110.5 $17.4 Million - $17.5 Million	157,943 Added 623.3%	183,283 $20.3 Million
Q4 2022 Feb 09, 2023	BUY	$109.74 - $110.1 $2.78 Million - $2.79 Million	25,340 New	25,340 $2.79 Million
Q2 2022 Aug 10, 2022	SELL	$109.96 - $110.28 $28,589 - $28,672	-260 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$110.46 - $110.49 $28,719 - $28,727	260 New	260 $0
Q3 2020 Nov 03, 2020	SELL	$110.7 - $110.74 $54,132 - $54,151	-489 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$110.45 - $110.67 $303,185 - $303,789	-2,745 Reduced 84.88%	489 $54,000
Q2 2019 Jul 30, 2019	BUY	$110.35 - $110.67 $53,961 - $54,117	489 Added 17.81%	3,234 $358,000
Q1 2019 Apr 30, 2019	SELL	$110.31 - $110.57 $72,694 - $72,865	-659 Reduced 19.36%	2,745 $304,000
Q3 2018 Nov 07, 2018	BUY	N/A	659 Added 24.01%	3,404 $376,000
Q1 2018 May 09, 2018	BUY	N/A	2,745 New	2,745 $303,000

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

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