Legacy Advisors, LLC Ishares Tr Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

A detailed history of Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Advisors, LLC holds 2,156 shares of IYM stock, worth $292,827. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,156

Previous 2,148 0.37%

Holding current value

$292,827

Previous $279,000 3.94%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$128.53 - $142.03 $1,028 - $1,136	8 Added 0.37%	2,156 $290,000
Q4 2024 Feb 14, 2025	BUY	$129.15 - $153.25 $1,291 - $1,532	10 Added 0.47%	2,148 $279,000
Q3 2024 Nov 13, 2024	BUY	$136.13 - $151.64 $1,089 - $1,213	8 Added 0.38%	2,138 $321,000
Q2 2024 Jul 30, 2024	BUY	$140.01 - $149.03 $1,120 - $1,192	8 Added 0.38%	2,130 $298,000
Q1 2024 Apr 30, 2024	BUY	$130.2 - $147.73 $781 - $886	6 Added 0.28%	2,122 $313,000
Q4 2023 Feb 12, 2024	BUY	$119.29 - $139.6 $2,862 - $3,350	24 Added 1.15%	2,116 $292,000
Q2 2023 Jul 20, 2023	BUY	$120.69 - $133.93 $965 - $1,071	8 Added 0.38%	2,092 $278,000
Q1 2023 May 01, 2023	BUY	$124.32 - $140.43 $870 - $983	7 Added 0.34%	2,084 $276,000
Q4 2022 Feb 01, 2023	BUY	$109.29 - $133.88 $2,732 - $3,347	25 Added 1.22%	2,077 $259,000
Q2 2022 Jul 25, 2022	BUY	$117.72 - $154.02 $1,648 - $2,156	14 Added 0.69%	2,052 $242,000
Q1 2022 May 11, 2022	BUY	$128.72 - $151.73 $643 - $758	5 Added 0.25%	2,038 $305,000
Q4 2021 Feb 14, 2022	BUY	$125.86 - $141.73 $2,391 - $2,692	19 Added 0.94%	2,033 $285,000
Q2 2021 Jul 13, 2021	BUY	$126.01 - $141.25 $1,764 - $1,977	14 Added 0.7%	2,014 $262,000
Q4 2020 Jan 15, 2021	BUY	$95.24 - $113.41 $190,480 - $226,820	2,000 New	2,000 $227,000
Q3 2019 Oct 10, 2019	SELL	$86.44 - $96.34 $172,274 - $192,005	-1,993 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	$84.8 - $96.2 $932 - $1,058	11 Added 0.55%	1,993 $189,000
Q1 2019 Apr 08, 2019	BUY	$82.06 - $93.91 $162,642 - $186,129	1,982 New	1,982 $181,000
Q4 2018 Jan 14, 2019	SELL	$78.95 - $99.65 $154,663 - $195,214	-1,959 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$97.95 - $102.95 $881 - $926	9 Added 0.46%	1,959 $193,000
Q1 2018 Apr 17, 2018	BUY	$94.17 - $108.05 $183,631 - $210,697	1,950 New	1,950 $193,000

Others Institutions Holding IYM

# of Institutions

215

Shares Held

2.43M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Account

Legacy Advisors, LLC Ishares Tr Transaction History