Westmount Partners, LLC Ishares Tr Transaction History

Westmount Partners, LLC

$401 Billion
Q4 2025

A detailed history of Westmount Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 3,597 shares of SHV stock, worth $396,713. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,597

Holding current value

$396,713

% of portfolio

0.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$110.15 - $110.49 $396,209 - $397,432	3,597 New	3,597 $396 Million
Q3 2024 Jan 13, 2025	BUY	$110.05 - $110.63 $10.2 Million - $10.3 Million	93,022 New	93,022 $10.3 Billion
Q2 2024 Jan 28, 2025	BUY	$110.04 - $110.51 $6.56 Million - $6.59 Million	59,633 Added 100.72%	118,840 $13.1 Billion
Q1 2024 Jan 28, 2025	BUY	$110.11 - $110.57 $6.52 Million - $6.55 Million	59,207 New	59,207 $6.54 Billion

Others Institutions Holding SHV

# of Institutions

780

Shares Held

101M

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

5.97M
Shares

$659 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

5.5M
Shares

$607 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.2M
Shares

$352 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 Westmount Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westmount Partners, LLC with notifications on news.

Account