National Wealth Management Group, LLC Ishares Tr Transaction History

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 12,789 shares of SHV stock, worth $1.41 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
12,789
Previous 5,521 131.64%
Holding current value
$1.41 Million
Previous $610 Million 130.93%
% of portfolio
0.49%
Previous 0.23%

Shares

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

Jan 12, 2026
BUY
$110.15 - $110.49 $800,570 - $803,041
7,268 Added 131.64%
12,789 $1.41 Billion
Q3 2025

Oct 31, 2025
BUY
$110.06 - $110.49 $607,641 - $610,015
5,521 New
5,521 $610 Million
Q4 2022

Nov 17, 2023
BUY
$109.74 - $110.1 $19,972 - $20,038
182 Added 8.52%
2,317 $255 Million
Q3 2022

Nov 17, 2023
BUY
$109.92 - $110.13 $234,679 - $235,127
2,135 New
2,135 $235 Million

Others Institutions Holding SHV

# of Institutions
780
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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