Marino, Stram & Associates LLC Ishares Tr Transaction History

Marino, Stram & Associates LLC

  • $539 Million
  • Q4 2025

A detailed history of Marino, Stram & Associates LLC transactions in Ishares Tr stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 26,131 shares of SHV stock, worth $2.88 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
26,131
Previous 29,998 12.89%
Holding current value
$2.88 Million
Previous $3.31 Million 13.07%
% of portfolio
0.53%
Previous 0.6%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$110.15 - $110.49 $425,950 - $427,264
-3,867 Reduced 12.89%
26,131 $2.88 Million
Q3 2025

Nov 03, 2025
BUY
$110.06 - $110.49 $405,571 - $407,155
3,685 Added 14.0%
29,998 $3.31 Million
Q2 2025

Jul 18, 2025
BUY
$110.06 - $110.46 $569,120 - $571,188
5,171 Added 24.46%
26,313 $2.91 Million
Q1 2025

Apr 21, 2025
SELL
$110.11 - $110.51 $384,834 - $386,232
-3,495 Reduced 14.19%
21,142 $2.34 Million
Q4 2024

Jan 17, 2025
BUY
$109.92 - $110.57 $1.07 Million - $1.08 Million
9,756 Added 65.56%
24,637 $2.71 Million
Q3 2024

Oct 21, 2024
BUY
$110.05 - $110.63 $325,307 - $327,022
2,956 Added 24.79%
14,881 $1.65 Million
Q2 2024

Jul 18, 2024
BUY
$110.04 - $110.51 $138,980 - $139,574
1,263 Added 11.85%
11,925 $1.32 Million
Q1 2024

Apr 24, 2024
BUY
$110.11 - $110.57 $112,532 - $113,002
1,022 Added 10.6%
10,662 $1.18 Million
Q4 2023

Jan 30, 2024
BUY
$109.86 - $110.59 $136,885 - $137,795
1,246 Added 14.84%
9,640 $1.06 Million
Q3 2023

Oct 30, 2023
SELL
$109.99 - $110.5 $43,996 - $44,200
-400 Reduced 4.55%
8,394 $927,000
Q2 2023

Jul 20, 2023
SELL
$110.0 - $110.45 $27,940 - $28,054
-254 Reduced 2.81%
8,794 $971,000
Q1 2023

Apr 20, 2023
BUY
$109.94 - $110.5 $391,276 - $393,269
3,559 Added 64.84%
9,048 $999,000
Q4 2022

Jan 19, 2023
BUY
$109.74 - $110.1 $602,362 - $604,338
5,489 New
5,489 $0

Others Institutions Holding SHV

# of Institutions
783
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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