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 2,138 shares of IYM stock, worth $313,302. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,138

Previous 2,130 0.38%

Holding current value

$313,302

Previous $298,000 7.72%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

211

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Legacy Advisors, LLC Ishares Tr Transaction History