Legacy Financial Group LLC Ishares Tr Core Conservative A Transaction History

Legacy Financial Group LLC

  • $537 Million
  • Q4 2024

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Legacy Financial Group LLC holds 9,433 shares of AOK stock, worth $355,152. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,433
Holding current value
$355,152
% of portfolio
0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$37.3 - $38.64 $351,850 - $364,491
9,433 New
9,433 $351,000
Q2 2024

Jul 17, 2024
SELL
$35.66 - $37.13 $9,949 - $10,359
-279 Reduced 2.93%
9,231 $341 Million
Q1 2024

Apr 10, 2024
BUY
$35.65 - $36.85 $339,031 - $350,443
9,510 New
9,510 $350 Million
Q3 2023

Oct 24, 2023
SELL
$33.87 - $35.64 $41,626 - $43,801
-1,229 Reduced 10.67%
10,290 $349,000
Q2 2023

Jul 24, 2023
SELL
$34.52 - $35.41 $10,528 - $10,800
-305 Reduced 2.58%
11,519 $405,000
Q1 2023

Apr 21, 2023
SELL
$33.78 - $35.5 $27,294 - $28,684
-808 Reduced 6.4%
11,824 $413,000
Q4 2022

Jan 26, 2023
BUY
$32.15 - $34.82 $5,336 - $5,780
166 Added 1.33%
12,632 $0
Q3 2022

Oct 13, 2022
SELL
$32.47 - $35.96 $250,083 - $276,963
-7,702 Reduced 38.19%
12,466 $407,000
Q2 2022

Jul 08, 2022
BUY
$33.89 - $37.78 $11,759 - $13,109
347 Added 1.75%
20,168 $697,000
Q1 2022

Apr 12, 2022
BUY
$36.82 - $39.84 $284,765 - $308,122
7,734 Added 63.99%
19,821 $747,000
Q4 2021

Jan 20, 2022
SELL
$39.36 - $40.4 $381,516 - $391,597
-9,693 Reduced 44.5%
12,087 $479,000
Q3 2021

Oct 22, 2021
SELL
$39.5 - $40.38 $20,658 - $21,118
-523 Reduced 2.34%
21,780 $860,000
Q2 2021

Jul 20, 2021
BUY
$38.82 - $39.8 $95,768 - $98,186
2,467 Added 12.44%
22,303 $888,000
Q1 2021

Apr 26, 2021
BUY
$38.23 - $39.22 $33,986 - $34,866
889 Added 4.69%
19,836 $767,000
Q4 2020

Jan 28, 2021
BUY
$36.77 - $38.75 $696,681 - $734,196
18,947 New
18,947 $734,000

Others Institutions Holding AOK

# of Institutions
167
Shares Held
4.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

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