Legacy Financial Group LLC Ishares Core S&P U.S. Value Et Transaction History

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Legacy Financial Group LLC holds 3,329 shares of IUSV stock, worth $337,294. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,329
Previous 144,594 97.7%
Holding current value
$337,294
Previous $13.7 Million 97.57%
% of portfolio
0.05%
Previous 2.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Jan 06, 2026
SELL
$94.17 - $99.95 $13.3 Million - $14.1 Million
-141,265 Reduced 97.7%
3,329 $332,000
Q2 2025

Jul 15, 2025
BUY
$81.46 - $94.63 $2.02 Million - $2.35 Million
24,833 Added 20.74%
144,594 $13.7 Million
Q1 2025

Apr 09, 2025
BUY
$90.0 - $96.32 $3.06 Million - $3.28 Million
34,038 Added 39.71%
119,761 $10.9 Million
Q4 2024

Jan 21, 2025
BUY
$91.94 - $100.02 $346,429 - $376,875
3,768 Added 4.6%
85,723 $7.94 Million
Q3 2024

Oct 15, 2024
BUY
$87.56 - $95.49 $292,800 - $319,318
3,344 Added 4.25%
81,955 $7.83 Billion
Q2 2024

Jul 17, 2024
BUY
$85.39 - $90.42 $228,247 - $241,692
2,673 Added 3.52%
78,611 $6.93 Billion
Q1 2024

Apr 10, 2024
BUY
$82.87 - $90.44 $6.29 Million - $6.87 Million
75,938 New
75,938 $6.87 Billion
Q3 2023

Oct 24, 2023
SELL
$74.38 - $81.04 $674,329 - $734,708
-9,066 Reduced 36.21%
15,974 $1.19 Million
Q2 2023

Jul 24, 2023
BUY
$72.65 - $78.26 $524,387 - $564,880
7,218 Added 40.5%
25,040 $1.96 Million
Q1 2023

Apr 21, 2023
SELL
$70.21 - $77.86 $526,083 - $583,404
-7,493 Reduced 29.6%
17,822 $1.31 Million
Q4 2022

Jan 26, 2023
BUY
$63.23 - $73.93 $1.6 Million - $1.87 Million
25,315 New
25,315 $0

Others Institutions Holding IUSV

# of Institutions
840
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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