Kc Investment Advisors, LLC Ishares Tr Transaction History

Kc Investment Advisors, LLC

$238 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	$110.31 - $110.57 $204,073 - $204,554	-1,850 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$110.21 - $110.47 $203,888 - $204,369	1,850 New	1,850 $204,000

Others Institutions Holding SHV

# of Institutions

768

Shares Held

95.1M

Call Options Held

2K

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

5.16M
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

About ISHARES TR

Ticker SHV
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