Schrum Private Wealth Management LLC Ishares Tr Transaction History

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,541 shares of SHV stock, worth $831,696. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,541
Previous 7,423 1.59%
Holding current value
$831,696
Previous $819,000 1.71%
% of portfolio
0.62%
Previous 0.66%

Shares

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

Nov 07, 2025
BUY
$110.06 - $110.49 $12,987 - $13,037
118 Added 1.59%
7,541 $833,000
Q2 2025

Jul 23, 2025
BUY
$110.06 - $110.46 $46,665 - $46,835
424 Added 6.06%
7,423 $819,000
Q1 2025

May 02, 2025
BUY
$110.11 - $110.51 $122,222 - $122,666
1,110 Added 18.85%
6,999 $773,000
Q4 2024

Feb 06, 2025
BUY
$109.92 - $110.57 $64,303 - $64,683
585 Added 11.03%
5,889 $648,000
Q3 2024

Nov 05, 2024
BUY
$110.05 - $110.63 $275,125 - $276,575
2,500 Added 89.16%
5,304 $586,000
Q2 2024

Jul 30, 2024
BUY
$110.04 - $110.51 $27,950 - $28,069
254 Added 9.96%
2,804 $309,000
Q1 2024

May 02, 2024
SELL
$110.11 - $110.57 $5,945 - $5,970
-54 Reduced 2.07%
2,550 $281,000
Q4 2023

Jan 25, 2024
BUY
$109.86 - $110.59 $286,075 - $287,976
2,604 New
2,604 $286,000
Q4 2022

Jan 19, 2023
SELL
$109.74 - $110.1 $318,136 - $319,179
-2,899 Reduced 58.98%
2,016 $0
Q3 2022

Oct 26, 2022
BUY
$109.92 - $110.13 $7,254 - $7,268
66 Added 1.36%
4,915 $541,000
Q2 2022

Jul 22, 2022
BUY
$109.96 - $110.28 $659 - $661
6 Added 0.12%
4,849 $534,000
Q1 2022

May 05, 2022
BUY
$110.22 - $110.4 $111,983 - $112,166
1,016 Added 26.55%
4,843 $535,000
Q4 2021

Mar 11, 2022
BUY
$110.39 - $110.47 $422,462 - $422,768
3,827 New
3,827 $423,000

Others Institutions Holding SHV

# of Institutions
781
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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