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Ishares Tr cmn shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 1.7k 23.12
2025-06-30 $5.1k 224 22.98
2025-03-31 $25k 1.1k 22.99
2024-12-31 $5.1k 224 22.59
2024-09-30 $5.1k 224 22.60

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Morgan Stanley
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock

View all funds holding Ishares Tr cmn