Charter Oak Capital Management, LLC Ishares Tr Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 2,468 shares of SHV stock, worth $272,319. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,468
Previous 2,562
3.67%
Holding current value
$272,319
Previous $282,000
3.55%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SHV
# of Institutions
782Shares Held
96.1MCall 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$837 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