Future You Wealth LLC Ishares Tr Transaction History

Future You Wealth LLC

$141 Billion
Q4 2024

A detailed history of Future You Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Future You Wealth LLC holds 120,837 shares of SHV stock, worth $13.3 Million. This represents 9.42% of its overall portfolio holdings.

Number of Shares

120,837

Holding current value

$13.3 Million

% of portfolio

9.42%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 01, 2025	BUY	$109.92 - $110.57 $13.3 Million - $13.4 Million	120,837 New	120,837 $13.3 Billion

Others Institutions Holding SHV

# of Institutions

788

Shares Held

99.2M

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

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

5.16M
Shares

$570 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

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Future You Wealth LLC Ishares Tr Transaction History