A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,921 shares of IVV stock, worth $3.51 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,921
Previous 6,161 3.9%
Holding current value
$3.51 Million
Previous $3.37 Million 1.31%
% of portfolio
0.66%
Previous 0.67%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$520.18 - $576.82 $124,843 - $138,436
-240 Reduced 3.9%
5,921 $3.42 Million
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $2.99 Million - $3.3 Million
-6,000 Reduced 49.34%
6,161 $3.37 Million
Q1 2024

May 14, 2024

BUY
$469.56 - $525.73 $19,721 - $22,080
42 Added 0.35%
12,161 $6.39 Million
Q4 2023

Feb 06, 2024

SELL
$412.55 - $479.0 $35,066 - $40,715
-85 Reduced 0.7%
12,119 $5.79 Million
Q3 2023

Nov 13, 2023

BUY
$427.76 - $460.18 $667,733 - $718,340
1,561 Added 14.67%
12,204 $5.24 Million
Q2 2023

Aug 08, 2023

BUY
$406.17 - $445.71 $235,984 - $258,957
581 Added 5.77%
10,643 $4.74 Million
Q1 2023

May 03, 2023

BUY
$381.13 - $418.66 $240,111 - $263,755
630 Added 6.68%
10,062 $4.14 Million
Q4 2022

Feb 06, 2023

BUY
$357.98 - $409.32 $475,755 - $543,986
1,329 Added 16.4%
9,432 $3.62 Million
Q3 2022

Nov 09, 2022

BUY
$358.65 - $432.04 $238,502 - $287,306
665 Added 8.94%
8,103 $2.91 Million
Q2 2022

Aug 08, 2022

SELL
$366.99 - $458.8 $17,615 - $22,022
-48 Reduced 0.64%
7,438 $2.82 Million
Q1 2022

May 04, 2022

BUY
$418.06 - $479.84 $148,829 - $170,823
356 Added 4.99%
7,486 $3.4 Million
Q4 2021

Feb 04, 2022

BUY
$430.29 - $479.53 $189,757 - $211,472
441 Added 6.59%
7,130 $3.4 Million
Q3 2021

Oct 26, 2021

BUY
$426.8 - $455.27 $199,315 - $212,611
467 Added 7.51%
6,689 $2.88 Million
Q2 2021

Jul 21, 2021

SELL
$402.08 - $429.92 $67,951 - $72,656
-169 Reduced 2.64%
6,222 $2.68 Million
Q1 2021

Apr 28, 2021

BUY
$370.22 - $398.75 $165,488 - $178,241
447 Added 7.52%
6,391 $2.54 Million
Q4 2020

Feb 02, 2021

BUY
$327.62 - $375.39 $100,906 - $115,620
308 Added 5.46%
5,944 $2.23 Million
Q3 2020

Nov 09, 2020

BUY
$311.81 - $359.24 $1.76 Million - $2.02 Million
5,636 New
5,636 $1.89 Million
Q1 2020

May 12, 2020

SELL
$224.65 - $339.88 $1.66 Million - $2.51 Million
-7,372 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$289.63 - $324.32 $44,603 - $49,945
-154 Reduced 2.05%
7,372 $2.38 Million
Q3 2019

Nov 07, 2019

SELL
$285.57 - $303.77 $243,305 - $258,812
-852 Reduced 10.17%
7,526 $2.25 Million
Q2 2019

Aug 07, 2019

BUY
$276.38 - $296.02 $40,075 - $42,922
145 Added 1.76%
8,378 $2.47 Million
Q1 2019

May 14, 2019

BUY
$245.43 - $286.57 $537,246 - $627,301
2,189 Added 36.22%
8,233 $2.34 Million
Q4 2018

Jan 16, 2019

SELL
$236.09 - $293.95 $761,626 - $948,282
-3,226 Reduced 34.8%
6,044 $1.52 Million
Q3 2018

Oct 30, 2018

BUY
$272.73 - $295.76 $307,912 - $333,913
1,129 Added 13.87%
9,270 $2.71 Million
Q2 2018

Jul 17, 2018

SELL
$259.21 - $280.89 $11,405 - $12,359
-44 Reduced 0.54%
8,141 $2.29 Million
Q1 2018

Apr 12, 2018

SELL
$259.62 - $288.66 $466,017 - $518,144
-1,795 Reduced 17.99%
8,185 $2.19 Million
Q4 2017

Feb 09, 2018

BUY
$253.97 - $271.47 $2.53 Million - $2.71 Million
9,980
9,980 $2.68 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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