Legacy Financial Group LLC Ishares Core Total Usd Bond Ma Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Legacy Financial Group LLC holds 553,139 shares of IUSB stock, worth $25.2 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

553,139

Previous 597,797 7.47%

Holding current value

$25.2 Million

Previous $28.2 Billion 99.91%

% of portfolio

4.65%

Previous 5.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$45.07 - $47.1 $2.01 Million - $2.1 Million	-44,658 Reduced 7.47%	553,139 $25 Million
Q3 2024 Oct 15, 2024	BUY	$44.83 - $47.42 $3.48 Million - $3.68 Million	77,543 Added 14.9%	597,797 $28.2 Billion
Q2 2024 Jul 17, 2024	BUY	$44.3 - $45.58 $24,940 - $25,661	563 Added 0.11%	520,254 $23.5 Billion
Q1 2024 Apr 10, 2024	BUY	$45.02 - $46.27 $22.8 Million - $23.4 Million	506,463 Added 3828.72%	519,691 $23.7 Billion
Q4 2023 Jan 22, 2024	SELL	$42.6 - $46.25 $10.4 Million - $11.3 Million	-243,352 Reduced 94.84%	13,228 $609 Million
Q3 2023 Oct 24, 2023	BUY	$43.62 - $45.64 $1.37 Million - $1.44 Million	31,515 Added 14.0%	256,580 $11.2 Million
Q2 2023 Jul 24, 2023	BUY	$45.12 - $46.45 $4.43 Million - $4.56 Million	98,235 Added 77.45%	225,065 $10.2 Million
Q1 2023 Apr 21, 2023	BUY	$44.68 - $46.69 $3.97 Million - $4.15 Million	88,872 Added 234.13%	126,830 $5.85 Million
Q4 2022 Jan 26, 2023	BUY	$43.31 - $46.11 $1.64 Million - $1.75 Million	37,958 New	37,958 $0

Others Institutions Holding IUSB

# of Institutions

735

Shares Held

713M

Call Options Held

Put Options Held

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Legacy Financial Group LLC Ishares Core Total Usd Bond Ma Transaction History