Personal Wealth Partners Ishares Tr Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 22, 2019	SELL	$110.45 - $110.67 $83,279 - $83,445	-754 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$110.35 - $110.67 $83,203 - $83,445	754 New	754 $43,000

Others Institutions Holding SHV

# of Institutions

724

Shares Held

103M

Call Options Held

3.8K

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$997 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$837 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$691 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$410 Million
0.09% of portfolio

About ISHARES TR

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