Legacy Financial Group LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Legacy Financial Group LLC

$537 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$21.72 - $22.83 $41,593 - $43,719	1,915 New	1,915 $41,000

Others Institutions Holding SUSC

# of Institutions

263

Shares Held

40M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

7.98M
Shares

$182 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.16M
Shares

$72.2 Million
0.01% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.68M
Shares

$61.2 Million
0.23% of portfolio
Wealthfront Advisers LLC

2.39M
Shares

$54.7 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.76M
Shares

$40.1 Million
0.01% of portfolio

About ISHARES TR ESG AWARE USD CORPO

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