Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

  • $771 Billion
  • Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 4,655 shares of SHV stock, worth $513,399. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,655
Previous 5,389 13.62%
Holding current value
$513,399
Previous $595 Million 13.56%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 14, 2025
SELL
$110.06 - $110.49 $80,784 - $81,099
-734 Reduced 13.62%
4,655 $514 Million
Q1 2025

May 02, 2025
SELL
$110.11 - $110.51 $13,213 - $13,261
-120 Reduced 2.18%
5,389 $595 Million
Q4 2024

Jan 27, 2025
SELL
$109.92 - $110.57 $14,289 - $14,374
-130 Reduced 2.31%
5,509 $607 Million
Q4 2023

Mar 14, 2024
BUY
$109.86 - $110.59 $619,500 - $623,617
5,639 New
5,639 $621 Million

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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