Private Client Services, LLC Ishares Tr Transaction History

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

A detailed history of Private Client Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Client Services, LLC holds 3,721 shares of SHV stock, worth $410,389. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,721
Previous 10,885 65.82%
Holding current value
$410,389
Previous $1.2 Billion 65.79%
% of portfolio
0.14%
Previous 0.47%

Shares

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

Oct 14, 2025
SELL
$110.06 - $110.49 $788,469 - $791,550
-7,164 Reduced 65.82%
3,721 $411 Million
Q2 2025

Jul 01, 2025
BUY
$110.06 - $110.46 $937,270 - $940,677
8,516 Added 359.48%
10,885 $1.2 Billion
Q1 2025

Apr 08, 2025
BUY
$110.11 - $110.51 $15,085 - $15,139
137 Added 6.14%
2,369 $262 Million
Q4 2024

Jan 08, 2025
BUY
$109.92 - $110.57 $245,341 - $246,792
2,232 New
2,232 $246 Million

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
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email