Legacy Financial Group LLC Ishares Tr Core Aggressive All Transaction History

Legacy Financial Group LLC

  • $567 Million
  • Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Legacy Financial Group LLC holds 84,680 shares of AOA stock, worth $6.29 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
84,680
Previous 90,789 6.73%
Holding current value
$6.29 Million
Previous $6.96 Million 7.12%
% of portfolio
1.14%
Previous 1.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$75.7 - $80.01 $462,451 - $488,781
-6,109 Reduced 6.73%
84,680 $6.46 Million
Q4 2024

Jan 21, 2025
SELL
$76.61 - $79.88 $124,031 - $129,325
-1,619 Reduced 1.75%
90,789 $6.96 Million
Q3 2024

Oct 15, 2024
BUY
$72.11 - $79.05 $666,656 - $730,817
9,245 Added 11.12%
92,408 $7.29 Billion
Q2 2024

Jul 17, 2024
BUY
$70.02 - $75.08 $781,983 - $838,493
11,168 Added 15.51%
83,163 $6.22 Billion
Q1 2024

Apr 10, 2024
BUY
$67.75 - $73.5 $4.88 Million - $5.29 Million
71,995 New
71,995 $5.29 Billion
Q3 2023

Oct 24, 2023
BUY
$63.24 - $67.72 $59,825 - $64,063
946 Added 1.55%
61,934 $3.93 Million
Q2 2023

Jul 24, 2023
BUY
$63.04 - $66.51 $5,610 - $5,919
89 Added 0.15%
60,988 $4.05 Million
Q1 2023

Apr 21, 2023
SELL
$59.87 - $64.81 $226,607 - $245,305
-3,785 Reduced 5.85%
60,899 $3.87 Million
Q4 2022

Jan 26, 2023
BUY
$55.07 - $62.69 $382,626 - $435,570
6,948 Added 12.03%
64,684 $0
Q3 2022

Oct 13, 2022
BUY
$55.45 - $64.54 $45,413 - $52,858
819 Added 1.44%
57,736 $3.2 Million
Q2 2022

Jul 08, 2022
BUY
$58.69 - $69.52 $610,610 - $723,286
10,404 Added 22.37%
56,917 $3.41 Million
Q1 2022

Apr 12, 2022
BUY
$65.0 - $73.15 $953,030 - $1.07 Million
14,662 Added 46.03%
46,513 $3.21 Million
Q4 2021

Jan 20, 2022
BUY
$69.49 - $73.61 $219,032 - $232,018
3,152 Added 10.98%
31,851 $2.3 Million
Q3 2021

Oct 22, 2021
BUY
$69.28 - $72.77 $667,651 - $701,284
9,637 Added 50.56%
28,699 $2 Million
Q2 2021

Jul 20, 2021
BUY
$67.52 - $70.92 $603,291 - $633,670
8,935 Added 88.23%
19,062 $1.35 Million
Q1 2021

Apr 26, 2021
BUY
$63.86 - $67.38 $646,710 - $682,357
10,127 New
10,127 $678,000

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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