Beverly Hills Private Wealth, LLC Ishares Tr Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 8,357 shares of SHV stock, worth $923,615. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,357
Previous 8,748
4.47%
Holding current value
$923,615
Previous $967 Million
4.5%
% of portfolio
0.2%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding SHV
# of Institutions
714Shares Held
113MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$807 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$576 Million0.05% of portfolio