Legacy Advisors, LLC Ishares Tr Transaction History

Legacy Advisors, LLC

$918 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 13, 2021	SELL	$57.88 - $63.59 $147,594 - $162,154	-2,550 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$28.97 - $52.03 $73,873 - $132,676	2,550 New	2,550 $262,000

Others Institutions Holding IYG

# of Institutions

257

Shares Held

12.4M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$126 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$122 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$93.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$82.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$47 Million
0.02% of portfolio

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