Legacy Financial Group LLC Ishares Tr Core Aggressive All Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Legacy Financial Group LLC holds 90,789 shares of AOA stock, worth $7.14 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

90,789

Previous 92,408 1.75%

Holding current value

$7.14 Million

Previous $7.29 Billion 99.9%

% of portfolio

1.29%

Previous 1.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$76.61 - $79.88 $124,031 - $129,325	-1,619 Reduced 1.75%	90,789 $6.96 Million
Q3 2024 Oct 15, 2024	BUY	$72.11 - $79.05 $666,656 - $730,817	9,245 Added 11.12%	92,408 $7.29 Billion
Q2 2024 Jul 17, 2024	BUY	$70.02 - $75.08 $781,983 - $838,493	11,168 Added 15.51%	83,163 $6.22 Billion
Q1 2024 Apr 10, 2024	BUY	$67.75 - $73.5 $4.88 Million - $5.29 Million	71,995 New	71,995 $5.29 Billion
Q3 2023 Oct 24, 2023	BUY	$63.24 - $67.72 $59,825 - $64,063	946 Added 1.55%	61,934 $3.93 Million
Q2 2023 Jul 24, 2023	BUY	$63.04 - $66.51 $5,610 - $5,919	89 Added 0.15%	60,988 $4.05 Million
Q1 2023 Apr 21, 2023	SELL	$59.87 - $64.81 $226,607 - $245,305	-3,785 Reduced 5.85%	60,899 $3.87 Million
Q4 2022 Jan 26, 2023	BUY	$55.07 - $62.69 $382,626 - $435,570	6,948 Added 12.03%	64,684 $0
Q3 2022 Oct 13, 2022	BUY	$55.45 - $64.54 $45,413 - $52,858	819 Added 1.44%	57,736 $3.2 Million
Q2 2022 Jul 08, 2022	BUY	$58.69 - $69.52 $610,610 - $723,286	10,404 Added 22.37%	56,917 $3.41 Million
Q1 2022 Apr 12, 2022	BUY	$65.0 - $73.15 $953,030 - $1.07 Million	14,662 Added 46.03%	46,513 $3.21 Million
Q4 2021 Jan 20, 2022	BUY	$69.49 - $73.61 $219,032 - $232,018	3,152 Added 10.98%	31,851 $2.3 Million
Q3 2021 Oct 22, 2021	BUY	$69.28 - $72.77 $667,651 - $701,284	9,637 Added 50.56%	28,699 $2 Million
Q2 2021 Jul 20, 2021	BUY	$67.52 - $70.92 $603,291 - $633,670	8,935 Added 88.23%	19,062 $1.35 Million
Q1 2021 Apr 26, 2021	BUY	$63.86 - $67.38 $646,710 - $682,357	10,127 New	10,127 $678,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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Legacy Financial Group LLC Ishares Tr Core Aggressive All Transaction History