Fullcircle Wealth LLC Ishares Tr Transaction History

Fullcircle Wealth LLC

$227 Million
Q1 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 37,325 shares of SHV stock, worth $4.12 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

37,325

Holding current value

$4.12 Million

% of portfolio

1.82%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$110.11 - $110.51 $4.11 Million - $4.12 Million	37,325 New	37,325 $4.12 Million

Others Institutions Holding SHV

# of Institutions

787

Shares Held

99.1M

Call Options Held

Put Options Held

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

5.16M
Shares

$570 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.85M
Shares

$425 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$293 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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