Paulson Wealth Management Inc. Ishares Tr Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 91,280 shares of SHV stock, worth $10.1 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

91,280

Previous 86,254 5.83%

Holding current value

$10.1 Million

Previous $9.54 Million 5.32%

% of portfolio

2.76%

Previous 2.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$109.92 - $110.57 $552,457 - $555,724	5,026 Added 5.83%	91,280 $10.1 Million
Q3 2024 Nov 05, 2024	SELL	$110.05 - $110.63 $518,995 - $521,731	-4,716 Reduced 5.18%	86,254 $9.54 Million
Q2 2024 Jul 25, 2024	BUY	$110.04 - $110.51 $98,595 - $99,016	896 Added 0.99%	90,970 $10.1 Million
Q1 2024 May 03, 2024	BUY	$110.11 - $110.57 $249,729 - $250,772	2,268 Added 2.58%	90,074 $9.96 Million
Q4 2023 Feb 13, 2024	BUY	$109.86 - $110.59 $734,853 - $739,736	6,689 Added 8.25%	87,806 $9.67 Million
Q3 2023 Nov 01, 2023	BUY	$109.99 - $110.5 $119,779 - $120,334	1,089 Added 1.36%	81,117 $8.96 Million
Q2 2023 Aug 01, 2023	BUY	$110.0 - $110.45 $241,340 - $242,327	2,194 Added 2.82%	80,028 $8.84 Million
Q1 2023 May 09, 2023	BUY	$109.94 - $110.5 $411,175 - $413,270	3,740 Added 5.05%	77,834 $8.6 Million
Q4 2022 Jan 26, 2023	SELL	$109.74 - $110.1 $265,241 - $266,111	-2,417 Reduced 3.16%	74,094 $0
Q3 2022 Nov 02, 2022	BUY	$109.92 - $110.13 $8.41 Million - $8.43 Million	76,511 New	76,511 $8.42 Million

Others Institutions Holding SHV

# of Institutions

776

Shares Held

94.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Paulson Wealth Management Inc. Ishares Tr Transaction History