Legacy Financial Group LLC Ishares Core S&P 500 ETF Transaction History

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 27,443 shares of IVV stock, worth $18.5 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
27,443
Previous 695 3848.63%
Holding current value
$18.5 Million
Previous $431,000 4161.48%
% of portfolio
2.99%
Previous 0.07%

Shares

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

Jan 06, 2026
BUY
$620.67 - $670.08 $16.6 Million - $17.9 Million
26,748 Added 3848.63%
27,443 $18.4 Million
Q4 2024

Jan 21, 2025
BUY
$570.51 - $610.59 $396,504 - $424,360
695 New
695 $409,000
Q2 2024

Jul 17, 2024
BUY
$497.53 - $549.64 $38,309 - $42,322
77 Added 13.14%
663 $363 Million
Q1 2024

Apr 10, 2024
BUY
$469.56 - $525.73 $275,162 - $308,077
586 New
586 $308 Million
Q3 2023

Oct 24, 2023
BUY
$427.76 - $460.18 $232,273 - $249,877
543 New
543 $233,000

Others Institutions Holding IVV

# of Institutions
4,139
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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