Legacy Financial Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 4,800 shares of IUSG stock, worth $635,232. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,800 -0.0%
Holding current value
$635,232
Previous $633,000 5.53%
% of portfolio
0.13%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$91.06 - $104.51 $4,006 - $4,598
44 Added 0.93%
4,800 $499,000
Q2 2022

Aug 08, 2022
SELL
$80.61 - $107.49 $36,516 - $48,692
-453 Reduced 8.7%
4,756 $398,000
Q1 2022

May 04, 2022
SELL
$94.61 - $116.48 $2,554 - $3,144
-27 Reduced 0.52%
5,209 $550,000
Q3 2021

Oct 26, 2021
SELL
$101.41 - $109.45 $3,954 - $4,268
-39 Reduced 0.74%
5,236 $536,000
Q2 2021

Jul 21, 2021
SELL
$91.91 - $101.16 $18,014 - $19,827
-196 Reduced 3.58%
5,275 $533,000
Q3 2020

Nov 09, 2020
BUY
$72.62 - $86.26 $397,304 - $471,928
5,471 New
5,471 $438,000
Q1 2020

May 12, 2020
SELL
$49.63 - $73.36 $271,525 - $401,352
-5,471 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$61.11 - $67.92 $671,293 - $746,101
-10,985 Reduced 66.75%
5,471 $370,000
Q3 2019

Nov 07, 2019
BUY
$60.87 - $64.7 $43,522 - $46,260
715 Added 4.54%
16,456 $1.04 Million
Q4 2018

Jan 16, 2019
BUY
$49.22 - $62.28 $540,681 - $684,145
10,985 Added 230.97%
15,741 $830,000
Q4 2017

Feb 09, 2018
BUY
$50.63 - $54.5 $240,796 - $259,202
4,756
4,756 $255,000

Others Institutions Holding IUSG

# of Institutions
820
Shares Held
117M
Call Options Held
2.7K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email