Fermata Advisors, LLC Ishares Tr Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 19,736 shares of SHV stock, worth $2.18 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,736
Previous 23,319
15.37%
Holding current value
$2.18 Million
Previous $2.57 Million
15.11%
% of portfolio
0.44%
Previous 0.5%
Shares
15 transactions
Others Institutions Holding SHV
# of Institutions
783Shares Held
96MCall 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$570 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