Legacy Financial Group LLC Invesco Indx Tr Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Legacy Financial Group LLC holds 63,447 shares of BSJR stock, worth $1.43 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

63,447

Previous 56,278 12.74%

Holding current value

$1.43 Million

Previous $1.28 Billion 99.89%

% of portfolio

0.26%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.37 - $22.7 $160,370 - $162,736	7,169 Added 12.74%	63,447 $1.42 Million
Q3 2024 Oct 15, 2024	BUY	$22.08 - $22.75 $193,089 - $198,948	8,745 Added 18.4%	56,278 $1.28 Billion
Q2 2024 Jul 17, 2024	BUY	$21.86 - $22.26 $501,380 - $510,555	22,936 Added 93.25%	47,533 $1.05 Billion
Q1 2024 Apr 10, 2024	BUY	$22.13 - $22.46 $544,331 - $552,448	24,597 New	24,597 $547 Million
Q3 2023 Oct 24, 2023	BUY	$21.3 - $21.91 $303,099 - $311,779	14,230 New	14,230 $304,000
Q1 2023 Apr 21, 2023	BUY	$21.16 - $22.34 $4,845 - $5,115	229 Added 1.94%	12,021 $262,000
Q1 2022 Apr 12, 2022	SELL	$23.44 - $25.4 $36,847 - $39,928	-1,572 Reduced 11.76%	11,792 $283,000
Q4 2021 Jan 20, 2022	BUY	$25.02 - $25.65 $334,367 - $342,786	13,364 New	13,364 $336,000

Others Institutions Holding BSJR

# of Institutions

101

Shares Held

7.63M

Call Options Held

Put Options Held

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About INVESCO INDX TR

Ticker BSJR
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Legacy Financial Group LLC Invesco Indx Tr Transaction History