Financial Plan, Inc. Ishares Tr Transaction History

Financial Plan, Inc.

$871 Billion
Q4 2025

A detailed history of Financial Plan, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Financial Plan, Inc. holds 19,942 shares of SHV stock, worth $2.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

19,942

Holding current value

$2.2 Million

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$110.15 - $110.49 $2.2 Million - $2.2 Million	19,942 New	19,942 $2.2 Billion

Others Institutions Holding SHV

# of Institutions

783

Shares Held

101M

Call Options Held

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.97M
Shares

$659 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

5.5M
Shares

$607 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.2M
Shares

$352 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
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