Legacy Financial Strategies, LLC Ishares Tr Transaction History

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 3,976 shares of HYG stock, worth $316,688. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,976

Previous 3,609 10.17%

Holding current value

$316,688

Previous $289,000 7.96%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$78.09 - $80.04 $28,659 - $29,374	367 Added 10.17%	3,976 $312,000
Q3 2024 Oct 18, 2024	BUY	$76.72 - $80.36 $27,542 - $28,849	359 Added 11.05%	3,609 $289,000
Q2 2024 Jul 10, 2024	SELL	$75.68 - $77.45 $9,611 - $9,836	-127 Reduced 3.76%	3,250 $250,000
Q1 2024 Apr 10, 2024	SELL	$76.57 - $77.9 $42,726 - $43,468	-558 Reduced 14.18%	3,377 $262,000
Q4 2023 Feb 01, 2024	SELL	$71.78 - $77.94 $12,776 - $13,873	-178 Reduced 4.33%	3,935 $304,000
Q3 2023 Nov 13, 2023	BUY	$73.48 - $75.65 $20,427 - $21,030	278 Added 7.25%	4,113 $303,000
Q2 2023 Jul 28, 2023	BUY	$73.57 - $75.42 $11,697 - $11,991	159 Added 4.33%	3,835 $287,000
Q1 2023 May 10, 2023	BUY	$73.04 - $77.2 $35,497 - $37,519	486 Added 15.24%	3,676 $277,000
Q4 2022 Feb 15, 2023	BUY	$71.24 - $76.11 $227,255 - $242,790	3,190 New	3,190 $234,000

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

219M

Call Options Held

95.9M

Put Options Held

310M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Legacy Financial Strategies, LLC Ishares Tr Transaction History