Legacy Financial Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 28, 2021	SELL	$81.34 - $87.82 $381,809 - $412,227	-4,694 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$72.19 - $82.34 $176,937 - $201,815	2,451 Added 109.27%	4,694 $387,000
Q3 2020 Nov 09, 2020	BUY	$67.13 - $78.5 $150,572 - $176,075	2,243 New	2,243 $330,000
Q1 2020 May 12, 2020	SELL	$47.53 - $70.87 $116,971 - $174,411	-2,461 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$59.6 - $67.25 $12,516 - $14,122	210 Added 9.33%	2,461 $330,000
Q3 2019 Nov 07, 2019	BUY	$61.15 - $62.5 $137,648 - $140,687	2,251 New	2,251 $278,000
Q2 2019 Aug 07, 2019	SELL	N/A	-551 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	11 Added 2.04%	551 $65,000
Q4 2018 Jan 16, 2019	BUY	N/A	5 Added 0.93%	540 $56,000
Q2 2018 Jul 17, 2018	BUY	N/A	2 Added 0.38%	535 $62,000
Q1 2018 Apr 12, 2018	BUY	N/A	12 Added 2.3%	533 $59,000
Q4 2017 Feb 09, 2018	BUY	N/A	521	521 $57,000

Others Institutions Holding SUSA

# of Institutions

503

Shares Held

18.9M

Call Options Held

100

Put Options Held

100

Jpmorgan Chase & CO New York, NY

1.59M
Shares

$198 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$186 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$145 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

999K
Shares

$124 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

812K
Shares

$101 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

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