Vestwell Advisors, LLC Ishares Tr Transaction History

Vestwell Advisors, LLC

$222 Billion
Q2 2025

A detailed history of Vestwell Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vestwell Advisors, LLC holds 6,132 shares of SHV stock, worth $675,869. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,132

Holding current value

$675,869

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 29, 2025	BUY	$110.06 - $110.46 $674,887 - $677,340	6,132 New	6,132 $677 Million

Others Institutions Holding SHV

# of Institutions

797

Shares Held

102M

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

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.85M
Shares

$645 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.57M
Shares

$504 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.17M
Shares

$350 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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