Premier Path Wealth Partners, LLC Ishares Tr Transaction History

Premier Path Wealth Partners, LLC

$777 Billion
Q3 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 31,603 shares of SHV stock, worth $3.49 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,603

Previous 29,595 6.78%

Holding current value

$3.49 Million

Previous $3.27 Billion 6.85%

% of portfolio

0.45%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$110.06 - $110.49 $221,000 - $221,863	2,008 Added 6.78%	31,603 $3.49 Billion
Q2 2025 Aug 04, 2025	BUY	$110.06 - $110.46 $31,257 - $31,370	284 Added 0.97%	29,595 $3.27 Billion
Q1 2025 Apr 21, 2025	BUY	$110.11 - $110.51 $219,559 - $220,356	1,994 Added 7.3%	29,311 $3.24 Billion
Q4 2024 Jan 15, 2025	BUY	$109.92 - $110.57 $150,590 - $151,480	1,370 Added 5.28%	27,317 $3.01 Billion
Q3 2024 Oct 15, 2024	BUY	$110.05 - $110.63 $233,306 - $234,535	2,120 Added 8.9%	25,947 $2.87 Billion

Q2 2024 Jul 24, 2024	BUY	$110.04 - $110.51 $158,787 - $159,465	1,443 Added 6.45%	23,827 $2.63 Billion
Q1 2024 Apr 24, 2024	BUY	$110.11 - $110.57 $2.46 Million - $2.47 Million	22,384 New	22,384 $2.44 Billion

Others Institutions Holding SHV

# of Institutions

782

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Premier Path Wealth Partners, LLC Ishares Tr Transaction History