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

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 157,852 shares of IVW stock, worth $16.6 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

157,852

Previous 165,940 4.87%

Holding current value

$16.6 Million

Previous $15.9 Billion 99.9%

% of portfolio

2.98%

Previous 3.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $763,749 - $853,041	-8,088 Reduced 4.87%	157,852 $16 Million
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $56,541 - $64,785	667 Added 0.4%	165,940 $15.9 Billion
Q2 2024 Jul 17, 2024	BUY	$79.31 - $93.31 $4.83 Million - $5.69 Million	60,939 Added 58.41%	165,273 $15.3 Billion
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $7.6 Million - $8.88 Million	104,334 New	104,334 $8.81 Billion
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $2.64 Million - $2.82 Million	38,806 New	38,806 $2.66 Million
Q1 2022 Apr 12, 2022	SELL	$68.33 - $84.32 $1.07 Million - $1.32 Million	-15,654 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$73.18 - $84.81 $1.15 Million - $1.33 Million	15,654 New	15,654 $1.27 Million

Others Institutions Holding IVW

# of Institutions

1,956

Shares Held

424M

Call Options Held

352K

Put Options Held

116K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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