Net Worth Advisory Group Ishares Tr Transaction History
Net Worth Advisory Group
- $329 Billion
- Q4 2024
A detailed history of Net Worth Advisory Group transactions in Ishares Tr stock. As of the latest transaction made, Net Worth Advisory Group holds 55,164 shares of SHV stock, worth $6.08 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
55,164
Previous 39,811
38.56%
Holding current value
$6.08 Million
Previous $4.4 Billion
37.91%
% of portfolio
1.84%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
745Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$995 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$689 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$409 Million0.09% of portfolio