Core Wealth Advisors, Inc. Ishares Tr Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 8,146 shares of SHV stock, worth $899,644. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,146
Previous 7,874
3.45%
Holding current value
$899,644
Previous $867,000
3.69%
% of portfolio
0.3%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding SHV
# of Institutions
802Shares 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