Legacy Advisory Services, LLC Ishares Tr Transaction History
Legacy Advisory Services, LLC
- $126 Billion
- Q2 2025
A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 259,486 shares of SHV stock, worth $28.6 Million. This represents 22.72% of its overall portfolio holdings.
Number of Shares
259,486
Previous 235,605
10.14%
Holding current value
$28.6 Million
Previous $26 Billion
10.1%
% of portfolio
22.72%
Previous 21.98%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
798Shares Held
102MCall 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, NY5.85MShares$645 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.57MShares$504 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$350 Million0.03% of portfolio