Dopkins Wealth Management, LLC Ishares Tr Transaction History
Dopkins Wealth Management, LLC
- $230 Million
- Q4 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,261 shares of SHV stock, worth $359,655. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,261Holding current value
$359,655% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
781Shares Held
101MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
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Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
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Morgan Stanley New York, NY5.97MShares$659 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.5MShares$607 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC3.2MShares$352 Million0.02% of portfolio