Adaptive Financial Consulting, LLC Ishares Tr Transaction History
Adaptive Financial Consulting, LLC
- $245 Million
- Q3 2024
A detailed history of Adaptive Financial Consulting, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adaptive Financial Consulting, LLC holds 62,621 shares of SHV stock, worth $6.91 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
62,621
Previous 63,049
0.68%
Holding current value
$6.91 Million
Previous $6.97 Million
0.56%
% of portfolio
2.83%
Previous 3.02%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
103MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$996 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$575 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$410 Million0.09% of portfolio