A detailed history of Van Hulzen Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 2,820 shares of SHV stock, worth $311,017. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,820
Previous 2,238 26.01%
Holding current value
$311,017
Previous $247,000 25.91%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2025

BUY
$110.06 - $110.49 $64,054 - $64,305
582 Added 26.01%
2,820 $311,000
Q2 2025

Aug 13, 2025

BUY
$110.06 - $110.46 $2,641 - $2,651
24 Added 1.08%
2,238 $247,000
Q1 2025

May 14, 2025

BUY
$110.11 - $110.51 $107,907 - $108,299
980 Added 79.42%
2,214 $244,000
Q4 2024

Feb 10, 2025

BUY
$109.92 - $110.57 $135,641 - $136,443
1,234 New
1,234 $135,000
Q1 2023

Apr 28, 2023

BUY
$109.94 - $110.5 $6,486 - $6,519
59 Added 3.16%
1,929 $213,000
Q4 2022

Feb 13, 2023

BUY
$109.74 - $110.1 $205,213 - $205,887
1,870 New
1,870 $206,000

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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