Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History

Legacy Financial Group LLC

$494 Billion
Q1 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Legacy Financial Group LLC holds 31,403 shares of AOR stock, worth $1.78 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

31,403

Holding current value

$1.78 Million

% of portfolio

0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$52.25 - $55.68 $1.64 Million - $1.75 Million	31,403 New	31,403 $1.75 Billion
Q3 2023 Oct 24, 2023	SELL	$49.22 - $52.2 $118,177 - $125,332	-2,401 Reduced 7.54%	29,427 $1.45 Million
Q2 2023 Jul 24, 2023	BUY	$49.42 - $51.49 $81,295 - $84,701	1,645 Added 5.45%	31,828 $1.64 Million
Q1 2023 Apr 21, 2023	BUY	$47.5 - $50.91 $34,152 - $36,604	719 Added 2.44%	30,183 $1.51 Million
Q4 2022 Jan 26, 2023	BUY	$45.86 - $49.42 $196,693 - $211,962	4,289 Added 17.04%	29,464 $0

Q3 2022 Oct 13, 2022	SELL	N/A	-1,213 Reduced 4.6%	25,175 $1.13 Million
Q2 2022 Jul 08, 2022	BUY	N/A	1,822 Added 7.42%	26,388 $1.27 Million
Q1 2022 Apr 12, 2022	BUY	N/A	6,595 Added 36.7%	24,566 $1.33 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-2,886 Reduced 13.84%	17,971 $1.02 Million
Q3 2021 Oct 22, 2021	BUY	N/A	6,090 Added 41.24%	20,857 $1.16 Million
Q2 2021 Jul 20, 2021	BUY	N/A	2,052 Added 16.14%	14,767 $827,000
Q1 2021 Apr 26, 2021	BUY	N/A	1,588 Added 14.27%	12,715 $681,000
Q4 2020 Jan 28, 2021	BUY	N/A	11,127 New	11,127 $581,000

Others Institutions Holding AOR

# of Institutions

336

Shares Held

14.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History