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

Legacy Financial Group LLC

$591 Million
Q2 2025

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 144,594 shares of IUSV stock, worth $14.7 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

144,594

Previous 119,761 20.74%

Holding current value

$14.7 Million

Previous $10.9 Million 24.97%

% of portfolio

2.32%

Previous 1.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$81.46 - $94.63 $2.02 Million - $2.35 Million	24,833 Added 20.74%	144,594 $13.7 Million
Q1 2025 Apr 09, 2025	BUY	$90.0 - $96.32 $3.06 Million - $3.28 Million	34,038 Added 39.71%	119,761 $10.9 Million
Q4 2024 Jan 21, 2025	BUY	$91.94 - $100.02 $346,429 - $376,875	3,768 Added 4.6%	85,723 $7.94 Million
Q3 2024 Oct 15, 2024	BUY	$87.56 - $95.49 $292,800 - $319,318	3,344 Added 4.25%	81,955 $7.83 Billion
Q2 2024 Jul 17, 2024	BUY	$85.39 - $90.42 $228,247 - $241,692	2,673 Added 3.52%	78,611 $6.93 Billion

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	$63.23 - $73.93 $1.6 Million - $1.87 Million	25,315 New	25,315 $0

Others Institutions Holding IUSV

# of Institutions

835

Shares Held

192M

Call Options Held

Put Options Held

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