Fourth Dimension Wealth, LLC Ishares Tr Transaction History

Fourth Dimension Wealth, LLC

$192 Billion
Q4 2024

A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 57 shares of SHV stock, worth $6,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,288

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$109.92 - $110.57 $6,265 - $6,302	57 New	57 $6.24 Million

Others Institutions Holding SHV

# of Institutions

773

Shares Held

94.5M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.16M
Shares

$569 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.85M
Shares

$425 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$293 Million
0.03% 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 Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Account

Fourth Dimension Wealth, LLC Ishares Tr Transaction History