Legacy Financial Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Financial Group LLC
- $537 Million
- Q4 2024
A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 9,482 shares of IJR stock, worth $992,765. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,482Holding current value
$992,765% of portfolio
0.2%Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,828Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.99 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.36 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.01 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.9 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.8 Billion0.46% of portfolio