Legacy Financial Group LLC Ishares Tr Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$41.76 - $48.97 $4,426 - $5,190	106 New	106 $5,000
Q4 2022 Jan 26, 2023	BUY	$41.43 - $50.5 $987,069 - $1.2 Million	23,825 New	23,825 $0

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$87.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$63.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$61.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$27.8 Million
0.0% of portfolio

About ISHARES TR

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