Aegis Wealth Management LLC Ishares Tr Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 28,460 shares of SHV stock, worth $3.14 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
28,460
Previous 28,460
-0.0%
Holding current value
$3.14 Million
Previous $3.14 Billion
-0.0%
% of portfolio
1.88%
Previous 1.85%
Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
793Shares Held
100MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$574 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$423 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.59MShares$286 Million0.02% of portfolio