Mb, Levis & Associates, LLC Ishares Tr Transaction History

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 May 07, 2025	SELL	$109.99 - $110.5 $2,529 - $2,541	-23 Closed	0 $0
Q2 2023 May 07, 2025	BUY	$110.0 - $110.45 $2,530 - $2,540	23 New	23 $2.54 Million

Others Institutions Holding SHV

# of Institutions

789

Shares Held

101M

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

$838 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.16M
Shares

$570 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

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