Legacy Financial Group, Inc. Ishares Core S&P 500 ETF Transaction History

Legacy Financial Group, Inc.

$338 Billion
Q2 2025

A detailed history of Legacy Financial Group, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 2,115 shares of IVV stock, worth $1.35 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,115

Previous 1,289 64.08%

Holding current value

$1.35 Million

Previous $724 Million 81.29%

% of portfolio

0.39%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$498.8 - $620.9 $412,008 - $512,863	826 Added 64.08%	2,115 $1.31 Billion
Q1 2025 May 01, 2025	SELL	$554.06 - $615.85 $56,514 - $62,816	-102 Reduced 7.33%	1,289 $724 Million
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $1,711 - $1,831	3 Added 0.22%	1,391 $819 Million
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $24,968 - $27,687	48 Added 3.58%	1,388 $793 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $2,487 - $2,748	5 Added 0.37%	1,340 $733 Million
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $42,260 - $47,315	90 Added 7.23%	1,335 $702 Million
Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $16,089 - $18,681	39 Added 3.23%	1,245 $595 Million
Q3 2023 Nov 13, 2023	SELL	$427.76 - $460.18 $8,127 - $8,743	-19 Reduced 1.55%	1,206 $518 Million
Q2 2023 Aug 07, 2023	BUY	$406.17 - $445.71 $77,578 - $85,130	191 Added 18.47%	1,225 $546 Million
Q4 2022 Feb 15, 2023	BUY	$357.98 - $409.32 $370,151 - $423,236	1,034 New	1,034 $397 Million

Others Institutions Holding IVV

# of Institutions

3,988

Shares Held

797M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Legacy Financial Group, Inc. Ishares Core S&P 500 ETF Transaction History