Valpey Financial Services, LLC Ishares Tr Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Valpey Financial Services, LLC holds 6,644 shares of SHV stock, worth $732,766. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,644
Previous 6,787 2.11%
Holding current value
$732,766
Previous $749 Million 2.05%
% of portfolio
0.48%
Previous 0.52%

Shares

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

Nov 06, 2025
SELL
$110.06 - $110.49 $15,738 - $15,800
-143 Reduced 2.11%
6,644 $734 Million
Q2 2025

Jul 22, 2025
BUY
$110.06 - $110.46 $746,977 - $749,692
6,787 New
6,787 $749 Million

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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