Legacy Advisors, LLC Ishares Tr Transaction History

Legacy Advisors, LLC

$918 Million
Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Advisors, LLC holds 10,000 shares of INTF stock, worth $293,100. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,000

Holding current value

$293,100

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$28.08 - $31.79 $280,800 - $317,900	10,000 New	10,000 $314,000

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

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About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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