Strategic Family Wealth Counselors, L.L.C. Ishares Tr Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$110.48 - $110.53 $245,818 - $245,929	-2,225 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$110.51 - $110.53 $245,884 - $245,929	2,225 New	2,225 $246,000

Others Institutions Holding SHV

# of Institutions

711

Shares Held

94.4M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

8.06M
Shares

$887 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.65M
Shares

$622 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.48M
Shares

$384 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$369 Million
0.04% of portfolio

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