Jessup Wealth Management, Inc Ishares Tr Transaction History
Jessup Wealth Management, Inc
- $235 Billion
- Q2 2024
A detailed history of Jessup Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 2,214 shares of SHV stock, worth $244,071. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,214
Previous 2,345
5.59%
Holding current value
$244,071
Previous $259 Million
5.64%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
710Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.3 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$805 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$575 Million0.05% of portfolio