Aegis Wealth Management LLC Ishares Tr Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 83,889 shares of SHV stock, worth $9.25 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
83,889
Previous 68,807 21.92%
Holding current value
$9.25 Million
Previous $7.6 Billion 21.54%
% of portfolio
5.22%
Previous 4.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$110.15 - $110.49 $1.66 Million - $1.67 Million
15,082 Added 21.92%
83,889 $9.24 Billion
Q3 2025

Nov 05, 2025
BUY
$110.06 - $110.49 $4.44 Million - $4.46 Million
40,347 Added 141.77%
68,807 $7.6 Billion
Q1 2025

May 08, 2025
BUY
$110.11 - $110.51 $3.13 Million - $3.15 Million
28,460 New
28,460 $3.14 Billion

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
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
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