Legacy Financial Group LLC Ishares Core S&P Total U.S. St Transaction History

Legacy Financial Group LLC

  • $591 Million
  • Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Legacy Financial Group LLC holds 35,038 shares of ITOT stock, worth $5.13 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
35,038
Previous 31,276 12.03%
Holding current value
$5.13 Million
Previous $3.8 Million 24.63%
% of portfolio
0.8%
Previous 0.67%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$108.12 - $135.04 $406,747 - $508,020
3,762 Added 12.03%
35,038 $4.73 Million
Q1 2025

Apr 09, 2025
BUY
$120.29 - $134.6 $31,155 - $34,861
259 Added 0.84%
31,276 $3.8 Million
Q4 2024

Jan 21, 2025
SELL
$124.26 - $134.12 $92,200 - $99,517
-742 Reduced 2.34%
31,017 $3.99 Million
Q3 2024

Oct 15, 2024
BUY
$113.41 - $125.62 $86,645 - $95,973
764 Added 2.46%
31,759 $3.99 Billion
Q2 2024

Jul 17, 2024
BUY
$108.78 - $119.23 $316,549 - $346,959
2,910 Added 10.36%
30,995 $3.68 Billion
Q1 2024

Apr 10, 2024
BUY
$103.16 - $115.3 $2.9 Million - $3.24 Million
28,085 New
28,085 $3.24 Billion
Q3 2023

Oct 24, 2023
SELL
$93.72 - $101.39 $22,305 - $24,130
-238 Reduced 1.01%
23,379 $2.2 Million
Q2 2023

Jul 24, 2023
SELL
$89.03 - $97.84 $137,106 - $150,673
-1,540 Reduced 6.12%
23,617 $2.31 Million
Q1 2023

Apr 21, 2023
BUY
$84.12 - $93.15 $8,075 - $8,942
96 Added 0.38%
25,157 $2.28 Million
Q4 2022

Jan 26, 2023
BUY
$79.44 - $90.48 $327,213 - $372,687
4,119 Added 19.67%
25,061 $0
Q3 2022

Oct 13, 2022
SELL
$79.54 - $95.9 $26,645 - $32,126
-335 Reduced 1.57%
20,942 $1.67 Million
Q2 2022

Jul 08, 2022
BUY
$80.96 - $102.19 $218,511 - $275,810
2,699 Added 14.53%
21,277 $1.78 Million
Q1 2022

Apr 12, 2022
BUY
$93.09 - $107.63 $1.73 Million - $2 Million
18,578 New
18,578 $1.88 Million
Q4 2021

Jan 20, 2022
SELL
$98.24 - $107.61 $2.77 Million - $3.03 Million
-28,164 Closed
0 $0
Q3 2021

Oct 22, 2021
SELL
$97.33 - $103.96 $239,139 - $255,429
-2,457 Reduced 8.02%
28,164 $2.77 Million
Q2 2021

Jul 20, 2021
SELL
$92.76 - $98.86 $780,018 - $831,313
-8,409 Reduced 21.54%
30,621 $3.02 Million
Q1 2021

Apr 26, 2021
SELL
$85.12 - $92.58 $1.16 Million - $1.26 Million
-13,623 Reduced 25.87%
39,030 $3.58 Million
Q4 2020

Jan 28, 2021
BUY
$74.05 - $86.22 $3.9 Million - $4.54 Million
52,653 New
52,653 $4.54 Million

Others Institutions Holding ITOT

# of Institutions
1,703
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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