Concord Asset Management, Llc/Va Ishares Tr Transaction History
Concord Asset Management, Llc/Va
- $443 Billion
- Q3 2024
A detailed history of Concord Asset Management, Llc/Va transactions in Ishares Tr stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 164,994 shares of SHV stock, worth $18.2 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
164,994
Previous 151,916
8.61%
Holding current value
$18.2 Million
Previous $16.8 Billion
8.74%
% of portfolio
4.12%
Previous 4.16%
Shares
8 transactions
Others Institutions Holding SHV
# of Institutions
724Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$997 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$691 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$410 Million0.09% of portfolio