Legacy Financial Group, Inc. Ishares Short Term National Mu Transaction History

Legacy Financial Group, Inc.

$311 Billion
Q4 2024

A detailed history of Legacy Financial Group, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 43,595 shares of SUB stock, worth $4.6 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

43,595

Previous 44,558 2.16%

Holding current value

$4.6 Million

Previous $4.7 Billion 2.19%

% of portfolio

1.48%

Previous 1.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$104.94 - $106.2 $101,057 - $102,270	-963 Reduced 2.16%	43,595 $4.6 Billion
Q3 2024 Nov 13, 2024	SELL	$104.3 - $106.3 $311,126 - $317,092	-2,983 Reduced 6.27%	44,558 $4.7 Billion
Q2 2024 Aug 12, 2024	SELL	$104.04 - $104.8 $268,839 - $270,803	-2,584 Reduced 5.16%	47,541 $4.97 Billion
Q1 2024 May 13, 2024	SELL	$104.73 - $105.42 $425,622 - $428,426	-4,064 Reduced 7.5%	50,125 $5.25 Billion
Q4 2023 Feb 13, 2024	SELL	$102.62 - $105.46 $156,598 - $160,931	-1,526 Reduced 2.74%	54,189 $5.71 Billion
Q3 2023 Nov 13, 2023	SELL	$102.82 - $104.26 $50,073 - $50,774	-487 Reduced 0.87%	55,715 $5.73 Billion
Q2 2023 Aug 07, 2023	SELL	$103.24 - $105.0 $265,430 - $269,955	-2,571 Reduced 4.37%	56,202 $5.85 Billion
Q1 2023 May 12, 2023	SELL	$103.3 - $105.14 $1.55 Million - $1.57 Million	-14,980 Reduced 20.31%	58,773 $6.15 Billion
Q4 2022 Feb 15, 2023	BUY	$102.5 - $104.49 $7.56 Million - $7.71 Million	73,753 New	73,753 $7.69 Billion

Others Institutions Holding SUB

# of Institutions

901

Shares Held

71.2M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Legacy Financial Group, Inc. Ishares Short Term National Mu Transaction History