Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$109.86 - $110.59 $266,300 - $268,070	2,424 New	2,424 $267 Million

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$996 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

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

6.26M
Shares

$690 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$409 Million
0.09% of portfolio

About ISHARES TR

Ticker SHV
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