Legacy Financial Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 4,800 shares of IUSG stock, worth $666,192. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,800

Previous 4,800 -0.0%

Holding current value

$666,192

Previous $562,000 8.72%

% of portfolio

0.12%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$91.06 - $104.51 $4,006 - $4,598	44 Added 0.93%	4,800 $499,000
Q2 2022 Aug 08, 2022	SELL	$80.61 - $107.49 $36,516 - $48,692	-453 Reduced 8.7%	4,756 $398,000
Q1 2022 May 04, 2022	SELL	$94.61 - $116.48 $2,554 - $3,144	-27 Reduced 0.52%	5,209 $550,000
Q3 2021 Oct 26, 2021	SELL	$101.41 - $109.45 $3,954 - $4,268	-39 Reduced 0.74%	5,236 $536,000
Q2 2021 Jul 21, 2021	SELL	$91.91 - $101.16 $18,014 - $19,827	-196 Reduced 3.58%	5,275 $533,000
Q3 2020 Nov 09, 2020	BUY	$72.62 - $86.26 $397,304 - $471,928	5,471 New	5,471 $438,000
Q1 2020 May 12, 2020	SELL	$49.63 - $73.36 $271,525 - $401,352	-5,471 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$61.11 - $67.92 $671,293 - $746,101	-10,985 Reduced 66.75%	5,471 $370,000
Q3 2019 Nov 07, 2019	BUY	$60.87 - $64.7 $43,522 - $46,260	715 Added 4.54%	16,456 $1.04 Million
Q4 2018 Jan 16, 2019	BUY	$49.22 - $62.28 $540,681 - $684,145	10,985 Added 230.97%	15,741 $830,000
Q4 2017 Feb 09, 2018	BUY	$50.63 - $54.5 $240,796 - $259,202	4,756	4,756 $255,000

Others Institutions Holding IUSG

# of Institutions

725

Shares Held

113M

Call Options Held

3.9K

Put Options Held

3.1K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Legacy Financial Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History