Aegis Wealth Management LLC Ishares Tr Transaction History

Aegis Wealth Management LLC

$170 Billion
Q1 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 1.85% of its overall portfolio holdings.

Number of Shares

28,460

Holding current value

$3.14 Million

% of portfolio

1.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$110.11 - $110.51 $3.13 Million - $3.15 Million	28,460 New	28,460 $3.14 Billion

Others Institutions Holding SHV

# of Institutions

803

Shares Held

102M

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

$837 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$575 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$424 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.59M
Shares

$286 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Aegis Wealth Management LLC Ishares Tr Transaction History