Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 87,009 shares of SHV stock, worth $9.6 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
87,009
Previous 76,765 13.34%
Holding current value
$9.6 Million
Previous $8.45 Million 13.71%
% of portfolio
2.29%
Previous 1.85%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$110.11 - $110.51 $1.13 Million - $1.13 Million
10,244 Added 13.34%
87,009 $9.61 Million
Q4 2024

Jan 17, 2025
BUY
$109.92 - $110.57 $19,455 - $19,570
177 Added 0.23%
76,765 $8.45 Million
Q3 2024

Oct 30, 2024
BUY
$110.05 - $110.63 $6,713 - $6,748
61 Added 0.08%
76,588 $8.47 Million
Q2 2024

Jul 25, 2024
SELL
$110.04 - $110.51 $28,830 - $28,953
-262 Reduced 0.34%
76,527 $8.46 Million
Q1 2024

Apr 16, 2024
SELL
$110.11 - $110.57 $475,234 - $477,220
-4,316 Reduced 5.32%
76,789 $8.49 Million
Q4 2023

Feb 08, 2024
SELL
$109.86 - $110.59 $38,341 - $38,595
-349 Reduced 0.43%
81,105 $8.93 Million
Q3 2023

Oct 16, 2023
BUY
$109.99 - $110.5 $122,528 - $123,097
1,114 Added 1.39%
81,454 $9 Million
Q2 2023

Jul 13, 2023
SELL
$110.0 - $110.45 $22,000 - $22,090
-200 Reduced 0.25%
80,340 $8.87 Million
Q1 2023

Apr 19, 2023
SELL
$109.94 - $110.5 $166,229 - $167,076
-1,512 Reduced 1.84%
80,540 $8.9 Million
Q4 2022

Jan 09, 2023
BUY
$109.74 - $110.1 $2,962 - $2,972
27 Added 0.03%
82,052 $0
Q3 2022

Oct 06, 2022
SELL
$109.92 - $110.13 $22,203 - $22,246
-202 Reduced 0.25%
82,025 $9.02 Million
Q2 2022

Jul 13, 2022
SELL
$109.96 - $110.28 $21,002 - $21,063
-191 Reduced 0.23%
82,227 $9.05 Million
Q1 2022

Apr 26, 2022
SELL
$110.22 - $110.4 $184,067 - $184,368
-1,670 Reduced 1.99%
82,418 $9.09 Million
Q4 2021

Jan 18, 2022
BUY
$110.39 - $110.47 $135,006 - $135,104
1,223 Added 1.48%
84,088 $9.28 Million
Q3 2021

Nov 03, 2021
SELL
$110.46 - $110.49 $4,749 - $4,751
-43 Reduced 0.05%
82,865 $9.15 Million
Q2 2021

Aug 02, 2021
BUY
$110.48 - $110.53 $55,681 - $55,707
504 Added 0.61%
82,908 $9.16 Million
Q1 2021

Apr 27, 2021
BUY
$110.51 - $110.53 $673,337 - $673,459
6,093 Added 7.98%
82,404 $9.11 Million
Q4 2020

Jan 19, 2021
SELL
$110.51 - $110.7 $224,887 - $225,274
-2,035 Reduced 2.6%
76,311 $8.43 Million
Q3 2020

Oct 14, 2020
SELL
$110.7 - $110.74 $3.14 Million - $3.15 Million
-28,403 Reduced 26.61%
78,346 $8.67 Million
Q2 2020

Aug 05, 2020
BUY
$110.71 - $110.94 $11.8 Million - $11.8 Million
106,749 New
106,749 $11.8 Million
Q1 2020

Apr 21, 2020
SELL
$110.45 - $111.07 $8.65 Million - $8.7 Million
-78,318 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$110.39 - $110.72 $369,033 - $370,136
-3,343 Reduced 4.09%
78,318 $8.65 Million
Q3 2019

Oct 21, 2019
SELL
$110.45 - $110.67 $45,174 - $45,264
-409 Reduced 0.5%
81,661 $9.03 Million
Q2 2019

Aug 05, 2019
SELL
$110.35 - $110.67 $67,423 - $67,619
-611 Reduced 0.74%
82,070 $9.06 Million
Q1 2019

Apr 16, 2019
BUY
$110.31 - $110.57 $9.12 Million - $9.14 Million
82,681 New
82,681 $9.12 Million
Q4 2018

Jan 17, 2019
SELL
$110.21 - $110.47 $9.38 Million - $9.4 Million
-85,121 Closed
0 $0
Q3 2018

Oct 17, 2018
BUY
N/A
1,220 Added 1.45%
85,121 $9.39 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-209 Reduced 0.25%
83,901 $9.25 Million
Q1 2018

Jul 03, 2018
BUY
N/A
12,306 Added 17.14%
84,110 $9.28 Million
Q4 2017

Jul 03, 2018
BUY
N/A
1,492 Added 2.12%
71,804 $7.92 Million
Q3 2017

Jul 03, 2018
BUY
N/A
963 Added 1.39%
70,312 $7.76 Million
Q2 2017

Jul 02, 2018
BUY
N/A
898 Added 1.31%
69,349 $7.65 Million
Q1 2017

Jun 28, 2018
BUY
N/A
313 Added 0.46%
68,451 $7.55 Million
Q4 2016

Jun 28, 2018
SELL
N/A
-23,983 Reduced 26.03%
68,138 $7.52 Million
Q3 2016

Jun 28, 2018
SELL
N/A
-16,789 Reduced 15.42%
92,121 $10.2 Million
Q2 2016

Jun 28, 2018
BUY
N/A
186 Added 0.17%
108,910 $12 Million
Q1 2016

Jun 28, 2018
BUY
N/A
53,756 Added 97.8%
108,724 $12 Million
Q4 2015

Jun 27, 2018
BUY
N/A
54,968
54,968 $6.06 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
95.8M
Call Options Held
2K
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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