Wealth Trak Capital Management LLC Ishares Tr Transaction History

Wealth Trak Capital Management LLC

  • $121 Billion
  • Q3 2025

A detailed history of Wealth Trak Capital Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 6,393 shares of SHV stock, worth $705,083. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,393
Previous 12,993 50.8%
Holding current value
$705,083
Previous $1.44 Billion 50.78%
% of portfolio
0.58%
Previous 1.24%

Shares

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

Nov 14, 2025
SELL
$110.06 - $110.49 $726,396 - $729,234
-6,600 Reduced 50.8%
6,393 $706 Million
Q1 2025

May 15, 2025
SELL
$110.11 - $110.51 $18,278 - $18,344
-166 Reduced 1.26%
12,993 $1.44 Billion
Q4 2024

Feb 12, 2025
BUY
$109.92 - $110.57 $1.45 Million - $1.45 Million
13,159 New
13,159 $1.45 Billion

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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