Boulder Wealth Advisors, LLC Ishares Tr Transaction History

Boulder Wealth Advisors, LLC

$112 Million
Q4 2022

A detailed history of Boulder Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 6,100 shares of SHV stock, worth $671,915. This represents 0.6% of its overall portfolio holdings.

Number of Shares

6,100

Holding current value

$671,915

% of portfolio

0.6%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 21, 2023	BUY	$109.74 - $110.1 $669,414 - $671,610	6,100 New	6,100 $671,000

Others Institutions Holding SHV

# of Institutions

711

Shares Held

113M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Hansen & Associates Financial Group, Inc. Sacramento, CA

11.8M
Shares

$1.3 Billion
41.0% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$835 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

7.3M
Shares

$804 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$574 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Boulder Wealth Advisors, LLC with notifications on news.

Account

Boulder Wealth Advisors, LLC Ishares Tr Transaction History