Adaptive Financial Consulting, LLC Ishares Tr Transaction History
Adaptive Financial Consulting, LLC
- $233 Million
- Q1 2025
A detailed history of Adaptive Financial Consulting, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adaptive Financial Consulting, LLC holds 62,690 shares of SHV stock, worth $6.92 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
62,690
Previous 62,621
0.11%
Holding current value
$6.92 Million
Previous $6.9 Million
0.42%
% of portfolio
2.97%
Previous 2.86%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
801Shares Held
102MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$575 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$424 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.59MShares$286 Million0.02% of portfolio