Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 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 18,780 shares of SHV stock, worth $2.07 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
18,780Holding current value
$2.07 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
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Jpmorgan Chase & CO New York, NY9.03MShares$996 Million0.08% of portfolio
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Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
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Morgan Stanley New York, NY6.26MShares$690 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA3.71MShares$410 Million0.09% of portfolio