Legacy Financial Group LLC Ishares Dj Us Tech ETF Transaction History

Legacy Financial Group LLC

$520 Billion
Q3 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 35,288 shares of IYW stock, worth $5.48 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

35,288

Previous 38,368 8.03%

Holding current value

$5.48 Million

Previous $5.77 Billion 7.35%

% of portfolio

1.03%

Previous 1.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$133.16 - $158.73 $410,132 - $488,888	-3,080 Reduced 8.03%	35,288 $5.35 Billion
Q2 2024 Jul 17, 2024	BUY	$124.75 - $153.46 $19,211 - $23,632	154 Added 0.4%	38,368 $5.77 Billion
Q1 2024 Apr 10, 2024	BUY	$117.5 - $136.59 $4.28 Million - $4.97 Million	36,414 Added 2023.0%	38,214 $5.16 Billion
Q4 2023 Jan 22, 2024	SELL	$101.31 - $123.31 $2.15 Million - $2.62 Million	-21,257 Reduced 92.19%	1,800 $221 Million
Q3 2023 Oct 24, 2023	SELL	$103.39 - $113.67 $2.18 Million - $2.4 Million	-21,124 Reduced 47.81%	23,057 $2.42 Million
Q2 2023 Jul 24, 2023	BUY	$88.68 - $109.37 $1.31 Million - $1.61 Million	14,746 Added 50.1%	44,181 $4.81 Million
Q1 2023 Apr 21, 2023	BUY	$72.54 - $92.81 $1.1 Million - $1.4 Million	15,125 Added 105.7%	29,435 $2.73 Million
Q4 2022 Jan 26, 2023	BUY	$71.52 - $81.72 $1.02 Million - $1.17 Million	14,310 New	14,310 $0

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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 Dj Us Tech ETF Transaction History