Legacy Financial Advisors, Inc. Ishares Inc Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$62.41 - $69.46 $1.05 Million - $1.17 Million	-16,791 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$52.65 - $62.1 $4.27 Million - $5.04 Million	-81,157 Reduced 82.86%	16,791 $1.04 Million
Q3 2020 Nov 09, 2020	BUY	$48.22 - $54.44 $239,364 - $270,240	4,964 Added 5.34%	97,948 $5.17 Million
Q2 2020 Aug 07, 2020	BUY	$38.83 - $49.26 $1.78 Million - $2.26 Million	45,781 Added 96.99%	92,984 $4.43 Million
Q1 2020 May 12, 2020	BUY	$36.22 - $55.44 $1.71 Million - $2.62 Million	47,203 New	47,203 $2.06 Million
Q3 2019 Nov 07, 2019	SELL	$46.63 - $52.12 $262,153 - $293,018	-5,622 Closed	0 $0
Q2 2019 Aug 07, 2019	SELL	$48.09 - $53.71 $3,510 - $3,920	-73 Reduced 1.28%	5,622 $289,000
Q1 2019 May 14, 2019	SELL	$46.41 - $52.64 $31,465 - $35,689	-678 Reduced 10.64%	5,695 $294,000
Q4 2018 Jan 16, 2019	BUY	$45.85 - $51.77 $30,857 - $34,841	673 Added 11.81%	6,373 $300,000
Q2 2018 Jul 17, 2018	SELL	$51.25 - $58.27 $150,623 - $171,255	-2,939 Reduced 34.02%	5,700 $302,000
Q1 2018 Apr 12, 2018	SELL	$55.19 - $62.69 $103,812 - $117,919	-1,881 Reduced 17.88%	8,639 $502,000
Q4 2017 Feb 09, 2018	BUY	$54.04 - $57.63 $568,500 - $606,267	10,520	10,520 $598,000

Others Institutions Holding IEMG

# of Institutions

1,873

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

163M
Shares

$8.76 Billion
0.74% of portfolio
Morgan Stanley New York, NY

77.2M
Shares

$4.14 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.3M
Shares

$2.48 Billion
0.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

42.8M
Shares

$2.3 Billion
6.89% of portfolio

About ISHARES INC

Ticker IEMG
Sector ETFs
Industry ETFs

More about IEMG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.