Legacy Financial Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
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 9,353 shares of IJR stock, worth $1.09 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,353
Previous 9,445
0.97%
Holding current value
$1.09 Million
Previous $982,000
4.07%
% of portfolio
0.17%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,880Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio