Baron Silver Stevens Financial Advisors, LLC Ishares Tr Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$109.92 - $110.13 $7,034 - $7,048	64 New	64 $1.01 Million
Q1 2021 Apr 27, 2021	SELL	$110.51 - $110.53 $7,072 - $7,073	-64 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$110.51 - $110.7 $7,072 - $7,084	64 New	64 $7,000

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$993 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$833 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$688 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$408 Million
0.09% of portfolio

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