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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$110.06 - $110.46 $2.63 Million - $2.64 Million
23,881 Added 10.14%
259,486 $28.7 Billion
Q1 2025

May 19, 2025

BUY
$110.11 - $110.51 $25.9 Million - $26 Million
235,605 New
235,605 $26 Billion

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Legacy Advisory Services, LLC Portfolio

Follow Legacy Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisory Services, LLC with notifications on news.