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

Legacy Financial Group LLC

$494 Billion
Q1 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Legacy Financial Group LLC holds 75,938 shares of IUSV stock, worth $6.68 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

75,938

Holding current value

$6.68 Million

% of portfolio

1.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$82.87 - $90.44 $6.29 Million - $6.87 Million	75,938 New	75,938 $6.87 Billion
Q3 2023 Oct 24, 2023	SELL	$74.38 - $81.04 $674,329 - $734,708	-9,066 Reduced 36.21%	15,974 $1.19 Million
Q2 2023 Jul 24, 2023	BUY	$72.65 - $78.26 $524,387 - $564,880	7,218 Added 40.5%	25,040 $1.96 Million
Q1 2023 Apr 21, 2023	SELL	$70.21 - $77.86 $526,083 - $583,404	-7,493 Reduced 29.6%	17,822 $1.31 Million
Q4 2022 Jan 26, 2023	BUY	$68.46 - $73.93 $1.73 Million - $1.87 Million	25,315 New	25,315 $0

Others Institutions Holding IUSV

# of Institutions

666

Shares Held

148M

Call Options Held

7.1K

Put Options Held

5.95K

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About ISHARES CORE S&P U.S. VALUE ET

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