Birchcreek Wealth Management, LLC Ishares Tr Transaction History
Birchcreek Wealth Management, LLC
- $159 Million
- Q4 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 22,071 shares of SHV stock, worth $2.43 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
22,071
Previous 43,692
49.49%
Holding current value
$2.43 Million
Previous $4.83 Million
49.72%
% of portfolio
1.53%
Previous 3.17%
Shares
8 transactions
Others Institutions Holding SHV
# of Institutions
778Shares Held
94.4MCall Options Held
2KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.16MShares$569 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$425 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio