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 $4.84 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
35,038
Previous 31,276 12.03%
Holding current value
$4.84 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
1,616
Shares Held
321M
Call Options Held
67.9K
Put Options Held
29K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Legacy Financial Group LLC Portfolio

Follow Legacy Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email