Bull Oak Capital, LLC Ishares Tr Put Options Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

Put Options

2 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$110.0 - $110.45 $558,030 - $560,312	5,073 Added 8.79%	62,761 $6.93 Million
Q1 2023 Apr 24, 2023	BUY	$109.94 - $110.5 $6.34 Million - $6.37 Million	57,688 New	57,688 $6.37 Million

Others Institutions Holding SHV

# of Institutions

711

Shares Held

113M

Call Options Held

0

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Hansen & Associates Financial Group, Inc. Sacramento, CA

11.8M
Shares

$1.3 Billion
41.0% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$835 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

7.3M
Shares

$804 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$574 Million
0.05% of portfolio

About ISHARES TR

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