Institute For Wealth Management, LLC. SHV Holdings History
Institute for Wealth Management, LLC.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 54,712.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $6.04 Mil. This investment constitutes 0.67% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.03% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2013Q4. And since then Institute for Wealth Management, LLC. has made 12 purchases of SHV, at an average price of $110.36, for a total of 147,676.00 shares. In addition, there have been 21 sales at an average price of $110.33 for 92,964.00 shares. Based on historical transaction data and SHV's current price of $110.32, Institute for Wealth Management, LLC.'s estimated gain on his SHV holdings is $-5,948.31, reflecting a -0.04% gain to date.
Institute for Wealth Management, LLC. SHV ($110.32) Holding Chart
Institute for Wealth Management, LLC. SHV ($110.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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