Jpl Wealth Management, LLC Ishares Tr Transaction History

Jpl Wealth Management, LLC

$421 Billion
Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 235 shares of SHV stock, worth $25,918. This represents 0.01% of its overall portfolio holdings.

Number of Shares

235

Holding current value

$25,918

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$110.06 - $110.49 $25,864 - $25,965	235 New	235 $26 Million

Others Institutions Holding SHV

# of Institutions

782

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
Industry ETFs

More about SHV

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