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 $7.87 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

85,723

Previous 81,955 4.6%

Holding current value

$7.87 Million

Previous $7.83 Billion 99.9%

% of portfolio

1.48%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

776

Shares Held

174M

Call Options Held

2.9K

Put Options Held

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