Legacy Financial Group LLC Ishares Tr Core Conservative A Transaction History

Legacy Financial Group LLC

  • $508 Billion
  • Q2 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Legacy Financial Group LLC holds 9,231 shares of AOK stock, worth $355,208. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,231
Previous 9,510 2.93%
Holding current value
$355,208
Previous $350 Million 2.67%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$35.66 - $37.13 $9,949 - $10,359
-279 Reduced 2.93%
9,231 $341 Million
Q1 2024

Apr 10, 2024
BUY
$35.65 - $36.85 $339,031 - $350,443
9,510 New
9,510 $350 Million
Q3 2023

Oct 24, 2023
SELL
$33.87 - $35.64 $41,626 - $43,801
-1,229 Reduced 10.67%
10,290 $349,000
Q2 2023

Jul 24, 2023
SELL
$34.52 - $35.41 $10,528 - $10,800
-305 Reduced 2.58%
11,519 $405,000
Q1 2023

Apr 21, 2023
SELL
$33.78 - $35.5 $27,294 - $28,684
-808 Reduced 6.4%
11,824 $413,000
Q4 2022

Jan 26, 2023
BUY
$32.15 - $34.82 $5,336 - $5,780
166 Added 1.33%
12,632 $0
Q3 2022

Oct 13, 2022
SELL
$32.47 - $35.96 $250,083 - $276,963
-7,702 Reduced 38.19%
12,466 $407,000
Q2 2022

Jul 08, 2022
BUY
$33.89 - $37.78 $11,759 - $13,109
347 Added 1.75%
20,168 $697,000
Q1 2022

Apr 12, 2022
BUY
$36.82 - $39.84 $284,765 - $308,122
7,734 Added 63.99%
19,821 $747,000
Q4 2021

Jan 20, 2022
SELL
$39.36 - $40.4 $381,516 - $391,597
-9,693 Reduced 44.5%
12,087 $479,000
Q3 2021

Oct 22, 2021
SELL
$39.5 - $40.38 $20,658 - $21,118
-523 Reduced 2.34%
21,780 $860,000
Q2 2021

Jul 20, 2021
BUY
$38.82 - $39.8 $95,768 - $98,186
2,467 Added 12.44%
22,303 $888,000
Q1 2021

Apr 26, 2021
BUY
$38.23 - $39.22 $33,986 - $34,866
889 Added 4.69%
19,836 $767,000
Q4 2020

Jan 28, 2021
BUY
$36.77 - $38.75 $696,681 - $734,196
18,947 New
18,947 $734,000

Others Institutions Holding AOK

# of Institutions
173
Shares Held
5.15M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Legacy Financial Group LLC Portfolio

Follow Legacy Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email