Trajan Wealth LLC Ishares Tr Transaction History
Trajan Wealth LLC
- $2.04 Trillion
- Q2 2025
A detailed history of Trajan Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Trajan Wealth LLC holds 125,143 shares of SHV stock, worth $13.8 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
125,143
Previous 115,120
8.71%
Holding current value
$13.8 Million
Previous $12.7 Billion
8.67%
% of portfolio
0.68%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding SHV
# of Institutions
793Shares Held
100MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$574 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$423 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.59MShares$286 Million0.02% of portfolio