Legacy Advisory Services, LLC Ishares Morningstar Growth ETF Transaction History

Legacy Advisory Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	N/A	-86,165 Closed	0 $0
Q4 2024 Oct 17, 2025	SELL	N/A	-4,715 Reduced 5.49%	81,237 $7.28 Billion
Q3 2024 Oct 17, 2025	BUY	N/A	85,952 New	85,952 $7.22 Billion
Q2 2024 Oct 30, 2025	BUY	N/A	86,165 New	86,165 $7.01 Billion
Q2 2024 Oct 17, 2025	SELL	N/A	-3,092 Reduced 3.47%	85,952 $7.22 Billion

Q1 2024 Oct 17, 2025	SELL	N/A	-1,408 Reduced 1.56%	89,044 $6.72 Billion
Q4 2023 Oct 17, 2025	BUY	N/A	90,452 New	90,452 $6.13 Billion

350

18.7M

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