Legacy Financial Group LLC Ishares Tr Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Financial Group LLC holds 54,634 shares of MBB stock, worth $5.19 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

54,634

Previous 51,667 5.74%

Holding current value

$5.19 Million

Previous $4.84 Million 5.99%

% of portfolio

0.87%

Previous 0.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$91.41 - $94.22 $271,213 - $279,550	2,967 Added 5.74%	54,634 $5.13 Million
Q1 2025 Apr 09, 2025	SELL	$90.37 - $94.08 $1.24 Million - $1.29 Million	-13,689 Reduced 20.95%	51,667 $4.84 Million
Q4 2024 Jan 21, 2025	BUY	$91.26 - $95.82 $639,641 - $671,602	7,009 Added 12.01%	65,356 $5.99 Million
Q3 2024 Oct 15, 2024	BUY	$90.85 - $96.66 $199,506 - $212,265	2,196 Added 3.91%	58,347 $5.59 Billion
Q2 2024 Jul 17, 2024	SELL	$89.41 - $92.64 $48,281 - $50,025	-540 Reduced 0.95%	56,151 $5.16 Billion
Q1 2024 Apr 10, 2024	BUY	$91.2 - $93.98 $4.92 Million - $5.07 Million	53,984 Added 1994.24%	56,691 $5.24 Billion
Q4 2023 Jan 22, 2024	SELL	$85.82 - $94.55 $4.3 Million - $4.74 Million	-50,120 Reduced 94.88%	2,707 $255 Million
Q3 2023 Oct 24, 2023	SELL	$88.51 - $93.81 $791,987 - $839,411	-8,948 Reduced 14.48%	52,827 $4.69 Million
Q2 2023 Jul 24, 2023	BUY	$92.54 - $95.74 $2.53 Million - $2.62 Million	27,324 Added 79.31%	61,775 $5.76 Million
Q1 2023 Apr 21, 2023	BUY	$91.7 - $96.45 $3.16 Million - $3.32 Million	34,451 New	34,451 $3.26 Million

Others Institutions Holding MBB

# of Institutions

1,072

Shares Held

395M

Call Options Held

130K

Put Options Held

272K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Legacy Financial Group LLC Ishares Tr Transaction History