Legacy Financial Group LLC Ishares Core S&P U.S. Value Et Transaction History
Legacy Financial Group LLC
- $537 Million
- Q4 2024
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 85,723 shares of IUSV stock, worth $7.84 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
85,723
Previous 81,955
4.6%
Holding current value
$7.84 Million
Previous $7.83 Billion
99.9%
% of portfolio
1.48%
Previous 1.51%
Shares
8 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio