Legacy Financial Strategies, LLC Ishares Tr Transaction History

Legacy Financial Strategies, LLC

$448 Million
Q3 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 3,609 shares of HYG stock, worth $283,739. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,609

Previous 3,250 11.05%

Holding current value

$283,739

Previous $250,000 15.6%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,079

Shares Held

235M

Call Options Held

97.2M

Put Options Held

326M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Legacy Financial Strategies, LLC Ishares Tr Transaction History