Talon Private Wealth, LLC Ishares Tr Transaction History

Talon Private Wealth, LLC

$746 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$109.92 - $110.57 $313,052 - $314,903	2,848 New	2,848 $313,000

Others Institutions Holding SHV

# of Institutions

794

Shares Held

102M

Call Options Held

2K

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$838 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$575 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$424 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.59M
Shares

$286 Million
0.02% of portfolio

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Talon Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talon Private Wealth, LLC with notifications on news.