Kwb Wealth Ishares Tr Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Ishares Tr stock. As of the latest transaction made, Kwb Wealth holds 8,421 shares of SHV stock, worth $928,499. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,421
Previous 8,314
1.29%
Holding current value
$928,499
Previous $918,000
1.42%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$996 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$690 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$409 Million0.09% of portfolio