Northern Oak Wealth Management Inc Ishares Tr Transaction History

Northern Oak Wealth Management Inc

  • $813 Million
  • Q3 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Tr stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 4,188 shares of SHV stock, worth $461,894. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,188
Previous 5,880 28.78%
Holding current value
$461,894
Previous $649,000 28.81%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 31, 2025
SELL
$110.06 - $110.49 $186,221 - $186,949
-1,692 Reduced 28.78%
4,188 $462,000
Q2 2025

Jul 16, 2025
SELL
$110.06 - $110.46 $262,272 - $263,226
-2,383 Reduced 28.84%
5,880 $649,000
Q1 2025

May 09, 2025
SELL
$110.11 - $110.51 $101,961 - $102,332
-926 Reduced 10.08%
8,263 $912,000
Q4 2024

Jan 21, 2025
SELL
$109.92 - $110.57 $243,582 - $245,023
-2,216 Reduced 19.43%
9,189 $1.01 Million
Q3 2024

Oct 30, 2024
SELL
$110.05 - $110.63 $1.16 Million - $1.16 Million
-10,503 Reduced 47.94%
11,405 $1.26 Million
Q2 2024

Jul 26, 2024
SELL
$110.04 - $110.51 $1.8 Million - $1.81 Million
-16,365 Reduced 42.76%
21,908 $2.42 Million
Q1 2024

May 01, 2024
BUY
$110.11 - $110.57 $285,625 - $286,818
2,594 Added 7.27%
38,273 $4.23 Million
Q4 2023

Jan 11, 2024
SELL
$109.86 - $110.59 $2.06 Million - $2.07 Million
-18,744 Reduced 34.44%
35,679 $3.93 Million
Q3 2023

Oct 24, 2023
SELL
$109.99 - $110.5 $9.96 Million - $10 Million
-90,567 Reduced 62.46%
54,423 $6.01 Million
Q2 2023

Jul 31, 2023
SELL
$110.0 - $110.45 $1.31 Million - $1.32 Million
-11,923 Reduced 7.6%
144,990 $16 Million
Q1 2023

May 09, 2023
BUY
$109.94 - $110.5 $16.3 Million - $16.4 Million
148,459 Added 1756.08%
156,913 $17.3 Million
Q4 2022

Feb 13, 2023
BUY
$109.74 - $110.1 $405,928 - $407,259
3,699 Added 77.79%
8,454 $929,000
Q3 2022

Nov 14, 2022
BUY
$109.92 - $110.13 $522,669 - $523,668
4,755 New
4,755 $523,000
Q4 2020

Feb 16, 2021
SELL
$110.51 - $110.7 $13,482 - $13,505
-122 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
$110.7 - $110.74 $15,498 - $15,503
-140 Reduced 53.44%
122 $14,000
Q4 2019

Jan 27, 2020
SELL
$110.39 - $110.72 $21,967 - $22,033
-199 Reduced 43.17%
262 $0
Q3 2019

Oct 31, 2019
SELL
$110.45 - $110.67 $4,970 - $4,980
-45 Reduced 8.89%
461 $0
Q1 2019

Apr 24, 2019
BUY
$110.31 - $110.57 $28,901 - $28,969
262 Added 107.38%
506 $0
Q2 2018

Aug 13, 2018
BUY
N/A
244 New
244 $0

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
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email