Ibex Wealth Advisors Ishares Tr Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$110.45 - $110.67 $94,876 - $95,065	-859 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$110.35 - $110.67 $94,790 - $95,065	859 New	859 $95,000

Others Institutions Holding SHV

# of Institutions

793

Shares Held

102M

Call Options Held

0

Put Options Held

0

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

5.85M
Shares

$646 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.57M
Shares

$504 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.17M
Shares

$350 Million
0.03% of portfolio

About ISHARES TR

Ticker SHV
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