Seven Post Investment Office LP Ishares Tr Transaction History
Seven Post Investment Office LP
- $409 Million
- Q1 2024
A detailed history of Seven Post Investment Office LP transactions in Ishares Tr stock. As of the latest transaction made, Seven Post Investment Office LP holds 116,630 shares of SHV stock, worth $12.9 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
116,630
Previous 103,104
13.12%
Holding current value
$12.9 Million
Previous $11.4 Million
13.55%
% of portfolio
3.15%
Previous 2.86%
Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
710Shares Held
94.4MCall 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, NY8.06MShares$890 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.65MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$385 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$370 Million0.04% of portfolio