Legacy Financial Group LLC Ishares S&P 100 ETF Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 13,615 shares of OEF stock, worth $3.62 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

13,615

Holding current value

$3.62 Million

% of portfolio

0.64%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	N/A	13,615 New	13,615 $3.62 Million

Others Institutions Holding OEF

# of Institutions

915

Shares Held

85.5M

Call Options Held

39.6K

Put Options Held

40K

Demars Financial Group, LLC

50.7M
Shares

$13.5 Billion
5.65% of portfolio
Bank Of America Corp Charlotte, NC

5.95M
Shares

$1.58 Billion
0.14% of portfolio
Fifth Third Bancorp

2.36M
Shares

$629 Million
2.32% of portfolio
Jones Financial Companies Lllp

1.92M
Shares

$512 Million
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

1.42M
Shares

$379 Million
0.03% of portfolio

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About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Legacy Financial Group LLC Ishares S&P 100 ETF Transaction History