Net Worth Advisory Group Ishares Tr Transaction History
Net Worth Advisory Group
- $318 Billion
- Q1 2025
A detailed history of Net Worth Advisory Group transactions in Ishares Tr stock. As of the latest transaction made, Net Worth Advisory Group holds 44,374 shares of SHV stock, worth $4.9 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
44,374
Previous 55,164
19.56%
Holding current value
$4.9 Million
Previous $6.07 Billion
19.31%
% of portfolio
1.54%
Previous 1.84%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
789Shares Held
100MCall Options Held
2KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.16MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$425 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio