Net Worth Advisory Group Ishares Tr Transaction History
Net Worth Advisory Group
- $495 Billion
- Q4 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 31,932 shares of SHV stock, worth $3.52 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
31,932
Previous 32,701
2.35%
Holding current value
$3.52 Million
Previous $3.61 Billion
2.65%
% of portfolio
0.71%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding SHV
# of Institutions
780Shares Held
101MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.97MShares$659 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.5MShares$607 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.2MShares$352 Million0.02% of portfolio