Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

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 8,863 shares of SHV stock, worth $976,702. This represents 0.81% of its overall portfolio holdings.

Number of Shares
8,863
Previous 8,827 0.41%
Holding current value
$976,702
Previous $975,000 0.31%
% of portfolio
0.81%
Previous 0.8%

Shares

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

Aug 06, 2025
BUY
$110.06 - $110.46 $3,962 - $3,976
36 Added 0.41%
8,863 $978,000
Q1 2025

May 16, 2025
SELL
$110.11 - $110.51 $221,871 - $222,677
-2,015 Reduced 18.59%
8,827 $975,000
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
799
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email