Ever Source Wealth Advisors, LLC Ishares Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1 shares of SHV stock, worth $110. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$110
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
794Shares 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$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.85MShares$646 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.57MShares$504 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$350 Million0.03% of portfolio