ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,976 Value ($000) $3,082 Avg Close — Range —
Q3 2025
Shares 35,910 Value ($000) $3,968 Avg Close — Range —
Q2 2025
Shares 54,712 Value ($000) $6,041 Avg Close — Range —
Q1 2025
Shares 43,188 Value ($000) $4,771 Avg Close — Range —
Q4 2024
Shares 37,574 Value ($000) $4,137 Avg Close — Range —
Q3 2024
Shares 26,333 Value ($000) $2,913 Avg Close — Range —
Q2 2024
Shares 24,751 Value ($000) $2,735 Avg Close — Range —
Q1 2024
Shares 26,487 Value ($000) $2,928 Avg Close — Range —
Q4 2023
Shares 36,034 Value ($000) $3,968 Avg Close — Range —
Q3 2023
Shares 33,398 Value ($000) $3,689 Avg Close — Range —
Q2 2023
Shares 17,316 Value ($000) $1,913 Avg Close — Range —
Q1 2023
Shares 19,709 Value ($000) $2,178 Avg Close — Range —
Q4 2022
Shares 19,738 Value ($000) $2,170 Avg Close — Range —
Q3 2022
Shares 20,462 Value ($000) $2,251 Avg Close — Range —
Q2 2022
Shares 21,363 Value ($000) $2,352 Avg Close — Range —
Q1 2022
Shares 21,607 Value ($000) $2,382 Avg Close — Range —
Q4 2021
Shares 25,280 Value ($000) $2,791 Avg Close — Range —
Q3 2021
Shares 25,003 Value ($000) $2,762 Avg Close — Range —
Q2 2021
Shares 25,070 Value ($000) $2,770 Avg Close — Range —
Q1 2021
Shares 26,496 Value ($000) $2,928 Avg Close — Range —
Q4 2020
Shares 28,327 Value ($000) $3,131 Avg Close — Range —
Q3 2020
Shares 28,767 Value ($000) $3,184 Avg Close — Range —
Q2 2020
Shares 27,670 Value ($000) $3,064 Avg Close — Range —
Q1 2020
Shares 18,929 Value ($000) $2,102 Avg Close — Range —
Q4 2019
Shares 16,669 Value ($000) $1,841 Avg Close — Range —
Q3 2019
Shares 19,634 Value ($000) $2,172 Avg Close — Range —
Q2 2019
Shares 26,140 Value ($000) $2,892 Avg Close — Range —
Q1 2019
Shares 27,595 Value ($000) $3,052 Avg Close — Range —
Q3 2018
Shares 47,045 Value ($000) $5,201 Avg Close — Range —
Q2 2018
Shares 54,465 Value ($000) $6,027 Avg Close — Range —
Q1 2018
Shares 22,840 Value ($000) $2,528 Avg Close — Range —
Q4 2017
Shares 4,243 Value ($000) $468 Avg Close — Range —
Q3 2017
Shares 14,689 Value ($000) $1,623 Avg Close — Range —
Q2 2017
Shares 16,956 Value ($000) $1,874 Avg Close — Range —
Q1 2014
Shares 1,297 Value ($000) $143 Avg Close — Range —
Q4 2013
Shares 4,562 Value ($000) $503 Avg Close — Range —
Q3 2013
Shares 5,206 Value ($000) $574 Avg Close — Range —
Q2 2013
Shares 5,970 Value ($000) $658 Avg Close — Range —