Legacy Financial Group LLC Ishares Core S&P U.S Growth Et Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Legacy Financial Group LLC holds 461,280 shares of IUSG stock, worth $66.3 Million. This represents 10.33% of its overall portfolio holdings.

Number of Shares

461,280

Previous 469,146 1.68%

Holding current value

$66.3 Million

Previous $65.4 Million 10.38%

% of portfolio

10.33%

Previous 12.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$126.86 - $146.45 $997,880 - $1.15 Million	-7,866 Reduced 1.68%	461,280 $58.6 Million
Q4 2024 Jan 21, 2025	SELL	$129.96 - $144.97 $3.1 Million - $3.46 Million	-23,847 Reduced 4.84%	469,146 $65.4 Million
Q3 2024 Oct 15, 2024	BUY	$116.79 - $133.54 $89,694 - $102,558	768 Added 0.16%	492,993 $65 Billion
Q2 2024 Jul 17, 2024	BUY	$109.98 - $128.59 $4.08 Million - $4.77 Million	37,090 Added 8.15%	492,225 $62.7 Billion
Q1 2024 Apr 10, 2024	BUY	$100.95 - $117.92 $43.1 Million - $50.4 Million	427,369 Added 1539.18%	455,135 $53.3 Billion
Q4 2023 Jan 22, 2024	SELL	$91.06 - $104.51 $41.7 Million - $47.8 Million	-457,793 Reduced 94.28%	27,766 $2.89 Billion
Q3 2023 Oct 24, 2023	BUY	$94.27 - $100.74 $263,861 - $281,971	2,799 Added 0.58%	485,559 $46 Million
Q2 2023 Jul 24, 2023	BUY	$87.77 - $97.64 $5.07 Million - $5.64 Million	57,792 Added 13.6%	482,760 $47.1 Million
Q1 2023 Apr 21, 2023	SELL	$79.81 - $88.77 $1.98 Million - $2.2 Million	-24,753 Reduced 5.5%	424,968 $37.7 Million
Q4 2022 Jan 26, 2023	BUY	$78.88 - $88.47 $1.23 Million - $1.38 Million	15,579 Added 3.59%	449,721 $0
Q3 2022 Oct 13, 2022	BUY	$80.18 - $99.02 $2.08 Million - $2.57 Million	25,911 Added 6.35%	434,142 $34.8 Million
Q2 2022 Jul 08, 2022	SELL	$80.61 - $107.49 $447,063 - $596,139	-5,546 Reduced 1.34%	408,231 $34.2 Million
Q1 2022 Apr 12, 2022	BUY	$94.61 - $116.48 $7.4 Million - $9.11 Million	78,212 Added 23.31%	413,777 $43.7 Million
Q4 2021 Jan 20, 2022	SELL	$101.4 - $117.16 $13.4 Million - $15.4 Million	-131,736 Reduced 28.19%	335,565 $37.6 Million
Q3 2021 Oct 22, 2021	BUY	$101.41 - $109.45 $1.42 Million - $1.53 Million	14,012 Added 3.09%	467,301 $47.9 Million
Q2 2021 Jul 20, 2021	BUY	$91.91 - $101.16 $2.8 Million - $3.08 Million	30,487 Added 7.21%	453,289 $45.8 Million
Q1 2021 Apr 26, 2021	BUY	$85.7 - $93.77 $511,371 - $559,525	5,967 Added 1.43%	422,802 $38.4 Million
Q4 2020 Jan 28, 2021	BUY	$77.7 - $88.69 $32.4 Million - $37 Million	416,835 New	416,835 $37 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

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.

Account

Legacy Financial Group LLC Ishares Core S&P U.S Growth Et Transaction History