Legacy Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$73.39 - $80.18 $186,557 - $203,817	2,542 New	2,542 $203,000
Q1 2021 Apr 28, 2021	SELL	$72.34 - $76.86 $464,856 - $493,902	-6,426 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$61.15 - $73.67 $23,787 - $28,657	389 Added 6.44%	6,426 $469,000
Q3 2020 Nov 09, 2020	BUY	$60.95 - $65.87 $367,955 - $397,657	6,037 New	6,037 $383,000
Q1 2020 May 12, 2020	SELL	$46.16 - $69.62 $281,483 - $424,542	-6,098 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$62.3 - $68.88 $33,517 - $37,057	538 Added 9.68%	6,098 $419,000
Q3 2019 Nov 07, 2019	BUY	$60.17 - $65.28 $334,545 - $362,956	5,560 New	5,560 $357,000
Q2 2019 Aug 07, 2019	SELL	$61.87 - $65.25 $79,255 - $83,585	-1,281 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$56.62 - $63.97 $6,907 - $7,804	122 Added 10.53%	1,281 $81,000
Q4 2018 Jan 16, 2019	BUY	$55.2 - $66.33 $993 - $1,193	18 Added 1.58%	1,159 $67,000
Q2 2018 Jul 17, 2018	BUY	$64.52 - $69.36 $903 - $971	14 Added 1.24%	1,141 $75,000
Q1 2018 Apr 12, 2018	BUY	$65.66 - $72.49 $3,086 - $3,407	47 Added 4.35%	1,127 $76,000
Q4 2017 Feb 09, 2018	BUY	$66.07 - $68.32 $71,355 - $73,785	1,080	1,080 $73,000

Others Institutions Holding ESGD

# of Institutions

659

Shares Held

96.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

9.71M
Shares

$793 Million
0.06% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$512 Million
2.0% of portfolio
Jpmorgan Chase & CO New York, NY

6.27M
Shares

$512 Million
0.04% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.96M
Shares

$487 Million
1.54% of portfolio
Northern Trust Corp Chicago, IL

5.6M
Shares

$457 Million
0.06% of portfolio

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.