Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 5,639 shares of SHV stock, worth $622,601. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,639

Previous 5,639 -0.0%

Holding current value

$622,601

Previous $623 Million 0.12%

% of portfolio

0.06%

Previous 0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 14, 2024	BUY	$109.86 - $110.59 $619,500 - $623,617	5,639 New	5,639 $621 Million

Others Institutions Holding SHV

# of Institutions

724

Shares Held

103M

Call Options Held

3.8K

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2.01 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$997 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$837 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$691 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$410 Million
0.09% of portfolio

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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