Legacy Financial Advisors, Inc. Ishares Tr Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 72,819 shares of IEFA stock, worth $5.08 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

72,819

Previous 73,729 1.23%

Holding current value

$5.08 Million

Previous $5.36 Million 6.13%

% of portfolio

1.1%

Previous 1.06%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$70.09 - $78.74 $63,781 - $71,653	-910 Reduced 1.23%	72,819 $5.68 Million
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $44,302 - $47,694	-626 Reduced 0.84%	73,729 $5.36 Million
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $212,051 - $231,626	-3,112 Reduced 4.02%	74,355 $5.52 Million
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $13.1 Million - $15.1 Million	-213,805 Reduced 73.4%	77,467 $5.45 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $261,027 - $283,608	4,076 Added 1.42%	291,272 $18.7 Million
Q2 2023 Aug 08, 2023	BUY	$66.03 - $69.1 $477,330 - $499,523	7,229 Added 2.58%	287,196 $19.4 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $64,470 - $70,204	-1,037 Reduced 0.37%	279,967 $18.7 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $649,192 - $789,323	12,401 Added 4.62%	281,004 $17.3 Million
Q3 2022 Nov 09, 2022	BUY	$52.32 - $63.1 $1.28 Million - $1.55 Million	24,514 Added 10.04%	268,603 $14.1 Million
Q2 2022 Aug 08, 2022	BUY	$57.91 - $70.46 $1.84 Million - $2.24 Million	31,842 Added 15.0%	244,089 $14.4 Million
Q1 2022 May 04, 2022	BUY	$63.26 - $75.48 $731,791 - $873,152	11,568 Added 5.76%	212,247 $14.8 Million
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $2.82 Million - $3.03 Million	38,960 Added 24.09%	200,679 $15 Million
Q3 2021 Oct 26, 2021	BUY	$72.98 - $78.2 $136,180 - $145,921	1,866 Added 1.17%	161,719 $12 Million
Q2 2021 Jul 21, 2021	SELL	$73.11 - $77.88 $2.62 Million - $2.79 Million	-35,871 Reduced 18.33%	159,853 $12 Million
Q1 2021 Apr 28, 2021	SELL	$68.58 - $73.12 $2,948 - $3,144	-43 Reduced 0.02%	195,724 $14.1 Million
Q4 2020 Feb 02, 2021	BUY	$58.13 - $69.71 $950,309 - $1.14 Million	16,348 Added 9.11%	195,767 $13.5 Million
Q3 2020 Nov 09, 2020	SELL	$57.43 - $62.28 $125,427 - $136,019	-2,184 Reduced 1.2%	179,419 $10.8 Million
Q2 2020 Aug 07, 2020	BUY	$47.43 - $60.75 $2.76 Million - $3.54 Million	58,219 Added 47.19%	181,603 $10.4 Million
Q1 2020 May 12, 2020	BUY	$43.31 - $66.12 $3.28 Million - $5.01 Million	75,741 Added 158.98%	123,384 $6.54 Million
Q4 2019 Jan 27, 2020	BUY	$59.36 - $65.51 $1.53 Million - $1.69 Million	25,762 Added 117.74%	47,643 $3.11 Million
Q3 2019 Nov 07, 2019	BUY	$57.44 - $62.42 $1.26 Million - $1.37 Million	21,881 New	21,881 $1.34 Million
Q2 2019 Aug 07, 2019	SELL	$59.39 - $62.73 $76,910 - $81,235	-1,295 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$54.44 - $61.46 $1,469 - $1,659	-27 Reduced 2.04%	1,295 $79,000
Q4 2018 Jan 16, 2019	SELL	$53.06 - $64.19 $3.56 Million - $4.31 Million	-67,126 Reduced 98.07%	1,322 $73,000
Q3 2018 Oct 30, 2018	BUY	$61.82 - $65.16 $209,755 - $221,087	3,393 Added 5.22%	68,448 $4.39 Million
Q2 2018 Jul 17, 2018	BUY	$62.74 - $67.79 $434,411 - $469,377	6,924 Added 11.91%	65,055 $4.16 Million
Q1 2018 Apr 12, 2018	BUY	$64.18 - $70.84 $518,959 - $572,812	8,086 Added 16.16%	58,131 $3.88 Million
Q4 2017 Feb 09, 2018	BUY	$64.09 - $66.44 $3.21 Million - $3.32 Million	50,045	50,045 $3.31 Million

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Legacy Financial Advisors, Inc. Ishares Tr Transaction History