Buckley Wealth Management, LLC Ishares Tr Transaction History

Buckley Wealth Management, LLC

$319 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 31, 2018	SELL	N/A	-2,460 Closed	0 $0
Q1 2018 May 08, 2018	SELL	N/A	-238 Reduced 8.82%	2,460 $272,000
Q4 2017 Feb 07, 2018	BUY	N/A	2,698	2,698 $297,000

Others Institutions Holding SHV

# of Institutions

726

Shares Held

103M

Call Options Held

3.8K

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$998 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$838 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$691 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$410 Million
0.09% of portfolio

About ISHARES TR

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