Omega Financial Group, LLC Ishares Tr Transaction History

Omega Financial Group, LLC

$247 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$110.51 - $110.7 $731,686 - $732,944	-6,621 Closed	0 $0
Q2 2020 Jul 09, 2020	BUY	$110.71 - $110.94 $733,010 - $734,533	6,621 New	6,621 $733,000

Others Institutions Holding SHV

# of Institutions

712

Shares Held

114M

Call Options Held

0

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Hansen & Associates Financial Group, Inc. Sacramento, CA

11.8M
Shares

$1.3 Billion
41.0% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

7.3M
Shares

$804 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$575 Million
0.05% of portfolio

About ISHARES TR

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