One Ascent Financial Services LLC Ishares Tr Transaction History

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 10,462 shares of SHV stock, worth $1.15 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,462
Previous 10,351 1.07%
Holding current value
$1.15 Million
Previous $1.14 Million 1.05%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 31, 2025
BUY
$110.06 - $110.49 $12,216 - $12,264
111 Added 1.07%
10,462 $1.16 Million
Q3 2025

Oct 22, 2025
BUY
$110.06 - $110.49 $1.14 Million - $1.14 Million
10,351 New
10,351 $1.14 Million
Q3 2022

Nov 02, 2022
SELL
$109.92 - $110.13 $25,171 - $25,219
-229 Reduced 9.58%
2,162 $238,000
Q2 2022

Aug 08, 2022
BUY
$109.96 - $110.28 $262,914 - $263,679
2,391 New
2,391 $263,000

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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