Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 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 13,212 shares of SHV stock, worth $1.46 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
13,212
Previous 8,863 49.07%
Holding current value
$1.46 Million
Previous $978,000 49.18%
% of portfolio
1.0%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$110.06 - $110.49 $478,650 - $480,521
4,349 Added 49.07%
13,212 $1.46 Million
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
781
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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