Plum Street Advisors, LLC Ishares Tr Transaction History

Plum Street Advisors, LLC

  • $259 Billion
  • Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plum Street Advisors, LLC holds 8,304 shares of SHV stock, worth $915,848. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,304
Previous 8,304 -0.0%
Holding current value
$915,848
Previous $917 Million 0.06%
% of portfolio
0.35%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$110.06 - $110.46 $33,898 - $34,021
-308 Reduced 3.58%
8,304 $917 Million
Q1 2025

May 29, 2025
SELL
$110.11 - $110.51 $368,868 - $370,208
-3,350 Reduced 28.01%
8,612 $951 Million
Q4 2024

May 29, 2025
BUY
$109.92 - $110.57 $15,828 - $15,922
144 Added 1.22%
11,962 $1.32 Billion
Q1 2024

May 29, 2025
BUY
$110.11 - $110.57 $4,954 - $4,975
45 Added 0.38%
11,818 $1.31 Billion
Q4 2023

May 29, 2025
BUY
$109.86 - $110.59 $1.29 Million - $1.3 Million
11,773 New
11,773 $1.3 Billion

Others Institutions Holding SHV

# of Institutions
782
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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