Westfuller Advisors, LLC Ishares Tr Transaction History

Westfuller Advisors, LLC

$150 Billion
Q1 2025

A detailed history of Westfuller Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westfuller Advisors, LLC holds 8,755 shares of SHV stock, worth $965,764. This represents 0.65% of its overall portfolio holdings.

Number of Shares

8,755

Holding current value

$965,764

% of portfolio

0.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$110.11 - $110.51 $964,013 - $967,515	8,755 New	8,755 $967 Million

Others Institutions Holding SHV

# of Institutions

802

Shares Held

102M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 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

5.21M
Shares

$575 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$423 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.59M
Shares

$286 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfuller Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westfuller Advisors, LLC with notifications on news.

Account