Lowery Thomas, LLC Ishares Tr Transaction History

Lowery Thomas, LLC

  • $170 Million
  • Q3 2025

A detailed history of Lowery Thomas, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowery Thomas, LLC holds 9,673 shares of SHV stock, worth $1.07 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
9,673
Previous 8,888 8.83%
Holding current value
$1.07 Million
Previous $981,000 8.87%
% of portfolio
0.63%
Previous 0.64%

Shares

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

Nov 10, 2025
BUY
$110.06 - $110.49 $86,397 - $86,734
785 Added 8.83%
9,673 $1.07 Million
Q2 2025

Jul 18, 2025
BUY
$110.06 - $110.46 $165,200 - $165,800
1,501 Added 20.32%
8,888 $981,000
Q1 2025

May 05, 2025
BUY
$110.11 - $110.51 $507,386 - $509,230
4,608 Added 165.82%
7,387 $815,000
Q4 2024

Feb 07, 2025
BUY
$109.92 - $110.57 $305,467 - $307,274
2,779 New
2,779 $305,000
Q4 2023

Feb 05, 2024
SELL
$109.86 - $110.59 $1,977 - $1,990
-18 Reduced 0.38%
4,702 $517,000
Q3 2023

Nov 01, 2023
BUY
$109.99 - $110.5 $125,938 - $126,522
1,145 Added 32.03%
4,720 $521,000
Q2 2023

Jul 31, 2023
SELL
$110.0 - $110.45 $98,010 - $98,410
-891 Reduced 19.95%
3,575 $394,000
Q1 2023

May 04, 2023
SELL
$109.94 - $110.5 $147,869 - $148,622
-1,345 Reduced 23.15%
4,466 $493,000
Q4 2022

Feb 10, 2023
SELL
$109.74 - $110.1 $7.84 Million - $7.86 Million
-71,406 Reduced 92.47%
5,811 $638,000
Q3 2022

Nov 14, 2022
SELL
$109.92 - $110.13 $4.48 Million - $4.49 Million
-40,760 Reduced 34.55%
77,217 $8.49 Million
Q2 2022

Aug 15, 2022
BUY
$109.96 - $110.28 $5.41 Million - $5.43 Million
49,232 Added 71.62%
117,977 $13 Million
Q1 2022

May 10, 2022
BUY
$110.22 - $110.4 $3.72 Million - $3.73 Million
33,769 Added 96.55%
68,745 $7.58 Million
Q4 2021

May 10, 2022
BUY
$110.39 - $110.47 $3.86 Million - $3.86 Million
34,976 New
34,976 $3.86 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
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email