Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Tr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 10,842 shares of SHV stock, worth $1.19 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
10,842
Previous 18,780 42.27%
Holding current value
$1.19 Million
Previous $2.08 Million 42.56%
% of portfolio
0.86%
Previous 1.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$109.92 - $110.57 $872,544 - $877,704
-7,938 Reduced 42.27%
10,842 $1.19 Million
Q3 2024

Nov 15, 2024
BUY
$110.05 - $110.63 $2.07 Million - $2.08 Million
18,780 New
18,780 $2.08 Million

Others Institutions Holding SHV

# of Institutions
776
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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