Napa Wealth Management Ishares Tr Transaction History

Napa Wealth Management

$184 Billion
Q4 2023

A detailed history of Napa Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Napa Wealth Management holds 6,283 shares of SHV stock, worth $691,569. This represents 0.38% of its overall portfolio holdings.

Number of Shares

6,283

Holding current value

$691,569

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$109.86 - $110.59 $690,250 - $694,836	6,283 New	6,283 $692 Million

Others Institutions Holding SHV

# of Institutions

711

Shares Held

94.4M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

8.06M
Shares

$887 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.65M
Shares

$622 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.48M
Shares

$384 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$369 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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