Hutchens & Kramer Investment Management Group, LLC Ishares Tr Transaction History

Hutchens & Kramer Investment Management Group, LLC

$162 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	SELL	$109.94 - $110.5 $277,818 - $279,233	-2,527 Reduced 57.09%	1,899 $209,000
Q4 2022 Jan 31, 2023	SELL	$109.74 - $110.1 $9,876 - $9,909	-90 Reduced 1.99%	4,426 $486,000
Q3 2022 Nov 14, 2022	SELL	$109.92 - $110.13 $1.19 Million - $1.2 Million	-10,870 Reduced 70.65%	4,516 $496,000
Q2 2022 Aug 15, 2022	BUY	$109.96 - $110.28 $1.36 Million - $1.36 Million	12,366 Added 409.47%	15,386 $1.69 Million
Q4 2021 May 16, 2022	BUY	$110.39 - $110.47 $333,377 - $333,619	3,020 New	3,020 $333,000

Others Institutions Holding SHV

# of Institutions

711

Shares Held

94.4M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

8.06M
Shares

$887 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.65M
Shares

$622 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.48M
Shares

$384 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$369 Million
0.04% of portfolio

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