Ownership history in Marks Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in ISHARES TR (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 8,567 | -304,361 | -97.3% | 0.32% | $944K | $109.51 |
| 2025 Q3 | REDUCED | 312,928 | -167,991 | -34.9% | 10.68% | $34.6M | $108.41 |
| 2025 Q2 | REDUCED | 480,919 | -929,282 | -65.9% | 17.22% | $53.1M | $107.23 |
| 2025 Q1 | ADDED | 1,410,201 | +1,339,067 | +1882.5% | 57.18% | $155.8M | $106.15 |
| 2023 Q2 | REDUCED | 71,134 | -400 | -0.6% | 8.11% | $7.9M | $97.31 |
| 2023 Q1 | REDUCED | 71,534 | -69 | -0.1% | 70.88% | $7.9M | $96.24 |
| 2022 Q4 | REDUCED | 71,603 | -168,159 | -70.1% | 32.88% | $7.9M | $95.16 |
| 2022 Q3 | REDUCED | 239,762 | -95,991 | -28.6% | 39.59% | $26.4M | $94.33 |
| 2022 Q2 | INITIATED | 335,753 | — | — | 43.44% | $37.0M | $94.10 |
As of 2025 Q4 — sorted by position size