Legacy Financial Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 7,742 shares of IJH stock, worth $464,829. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,742

Previous 9,436 17.95%

Holding current value

$464,829

Previous $587,000 23.17%

% of portfolio

0.09%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$57.21 - $65.8 $96,913 - $111,465	-1,694 Reduced 17.95%	7,742 $451,000
Q4 2024 Feb 13, 2025	SELL	$61.68 - $67.87 $170,236 - $187,321	-2,760 Reduced 22.63%	9,436 $587,000
Q3 2024 Nov 13, 2024	SELL	$57.32 - $62.65 $51,588 - $56,385	-900 Reduced 6.87%	12,196 $760,000
Q2 2024 Aug 13, 2024	SELL	$56.43 - $60.79 $2.01 Million - $2.17 Million	-35,657 Reduced 73.14%	13,096 $766,000
Q1 2024 May 14, 2024	BUY	$56.98 - $284.98 $2.27 Million - $11.3 Million	39,777 Added 443.15%	48,753 $2.96 Million
Q4 2023 Feb 06, 2024	BUY	$232.04 - $279.85 $232,968 - $280,969	1,004 Added 12.59%	8,976 $2.49 Million
Q3 2023 Nov 13, 2023	BUY	$246.15 - $272.4 $326,394 - $361,202	1,326 Added 19.95%	7,972 $1.99 Million
Q2 2023 Aug 08, 2023	BUY	$240.22 - $261.48 $150,617 - $163,947	627 Added 10.42%	6,646 $1.74 Million
Q1 2023 May 03, 2023	BUY	$237.25 - $271.72 $137,842 - $157,869	581 Added 10.68%	6,019 $1.51 Million
Q4 2022 Feb 06, 2023	BUY	$44.74 - $257.0 $59,951 - $344,380	1,340 Added 32.7%	5,438 $1.32 Million
Q3 2022 Nov 09, 2022	BUY	$43.85 - $263.28 $27,888 - $167,446	636 Added 18.37%	4,098 $899,000
Q2 2022 Aug 08, 2022	SELL	$219.07 - $270.08 $121,583 - $149,894	-555 Reduced 13.82%	3,462 $783,000
Q1 2022 May 04, 2022	BUY	$251.21 - $285.37 $93,701 - $106,443	373 Added 10.24%	4,017 $1.08 Million
Q4 2021 Feb 04, 2022	BUY	$265.81 - $290.54 $4,518 - $4,939	17 Added 0.47%	3,644 $1.03 Million
Q3 2021 Oct 26, 2021	BUY	$256.44 - $277.04 $101,037 - $109,153	394 Added 12.19%	3,627 $954,000
Q2 2021 Jul 21, 2021	SELL	$260.21 - $276.38 $883,673 - $938,586	-3,396 Reduced 51.23%	3,233 $869,000
Q1 2021 Apr 28, 2021	BUY	$226.3 - $267.93 $125,143 - $148,165	553 Added 9.1%	6,629 $1.73 Million
Q4 2020 Feb 02, 2021	SELL	$187.77 - $230.69 $67,221 - $82,587	-358 Reduced 5.56%	6,076 $1.4 Million
Q3 2020 Nov 09, 2020	BUY	$174.43 - $196.49 $1.12 Million - $1.26 Million	6,434 New	6,434 $1.19 Million
Q1 2020 May 12, 2020	SELL	$121.75 - $210.58 $1.19 Million - $2.05 Million	-9,745 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$185.78 - $206.16 $73,940 - $82,051	398 Added 4.26%	9,745 $2.01 Million
Q3 2019 Nov 07, 2019	SELL	$183.17 - $198.52 $78,763 - $85,363	-430 Reduced 4.4%	9,347 $1.81 Million
Q2 2019 Aug 07, 2019	SELL	$181.14 - $198.0 $75,897 - $82,962	-419 Reduced 4.11%	9,777 $1.9 Million
Q1 2019 May 14, 2019	BUY	$162.83 - $193.4 $574,789 - $682,702	3,530 Added 52.96%	10,196 $1.93 Million
Q4 2018 Jan 16, 2019	SELL	$156.48 - $199.76 $410,447 - $523,970	-2,623 Reduced 28.24%	6,666 $1.11 Million
Q3 2018 Oct 30, 2018	SELL	$194.86 - $204.98 $606,404 - $637,897	-3,112 Reduced 25.09%	9,289 $1.87 Million
Q2 2018 Jul 17, 2018	BUY	$183.17 - $200.64 $306,443 - $335,670	1,673 Added 15.59%	12,401 $2.47 Million
Q1 2018 Apr 12, 2018	SELL	$179.89 - $199.21 $71,776 - $79,484	-399 Reduced 3.59%	10,728 $2.02 Million
Q4 2017 Feb 09, 2018	BUY	$180.58 - $190.73 $2.01 Million - $2.12 Million	11,127	11,127 $2.11 Million

Others Institutions Holding IJH

# of Institutions

2,671

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Legacy Financial Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History