Legacy Financial Group LLC Ishares Core S&P U.S Growth Et Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Legacy Financial Group LLC holds 360,731 shares of IUSG stock, worth $56.5 Million. This represents 9.18% of its overall portfolio holdings.

Number of Shares

360,731

Previous 461,280 21.8%

Holding current value

$56.5 Million

Previous $58.6 Million 7.4%

% of portfolio

9.18%

Previous 10.33%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$113.67 - $150.4 $11.4 Million - $15.1 Million	-100,549 Reduced 21.8%	360,731 $54.3 Million
Q1 2025 Apr 09, 2025	SELL	$126.86 - $146.45 $997,880 - $1.15 Million	-7,866 Reduced 1.68%	461,280 $58.6 Million
Q4 2024 Jan 21, 2025	SELL	$129.96 - $144.97 $3.1 Million - $3.46 Million	-23,847 Reduced 4.84%	469,146 $65.4 Million
Q3 2024 Oct 15, 2024	BUY	$116.79 - $133.54 $89,694 - $102,558	768 Added 0.16%	492,993 $65 Billion
Q2 2024 Jul 17, 2024	BUY	$109.98 - $128.59 $4.08 Million - $4.77 Million	37,090 Added 8.15%	492,225 $62.7 Billion
Q1 2024 Apr 10, 2024	BUY	$100.95 - $117.92 $43.1 Million - $50.4 Million	427,369 Added 1539.18%	455,135 $53.3 Billion
Q4 2023 Jan 22, 2024	SELL	$91.06 - $104.51 $41.7 Million - $47.8 Million	-457,793 Reduced 94.28%	27,766 $2.89 Billion
Q3 2023 Oct 24, 2023	BUY	$94.27 - $100.74 $263,861 - $281,971	2,799 Added 0.58%	485,559 $46 Million
Q2 2023 Jul 24, 2023	BUY	$87.77 - $97.64 $5.07 Million - $5.64 Million	57,792 Added 13.6%	482,760 $47.1 Million
Q1 2023 Apr 21, 2023	SELL	$79.81 - $88.77 $1.98 Million - $2.2 Million	-24,753 Reduced 5.5%	424,968 $37.7 Million
Q4 2022 Jan 26, 2023	BUY	$78.88 - $88.47 $1.23 Million - $1.38 Million	15,579 Added 3.59%	449,721 $0
Q3 2022 Oct 13, 2022	BUY	$80.18 - $99.02 $2.08 Million - $2.57 Million	25,911 Added 6.35%	434,142 $34.8 Million
Q2 2022 Jul 08, 2022	SELL	$80.61 - $107.49 $447,063 - $596,139	-5,546 Reduced 1.34%	408,231 $34.2 Million
Q1 2022 Apr 12, 2022	BUY	$94.61 - $116.48 $7.4 Million - $9.11 Million	78,212 Added 23.31%	413,777 $43.7 Million
Q4 2021 Jan 20, 2022	SELL	$101.4 - $117.16 $13.4 Million - $15.4 Million	-131,736 Reduced 28.19%	335,565 $37.6 Million
Q3 2021 Oct 22, 2021	BUY	$101.41 - $109.45 $1.42 Million - $1.53 Million	14,012 Added 3.09%	467,301 $47.9 Million
Q2 2021 Jul 20, 2021	BUY	$91.91 - $101.16 $2.8 Million - $3.08 Million	30,487 Added 7.21%	453,289 $45.8 Million
Q1 2021 Apr 26, 2021	BUY	$85.7 - $93.77 $511,371 - $559,525	5,967 Added 1.43%	422,802 $38.4 Million
Q4 2020 Jan 28, 2021	BUY	$77.7 - $88.69 $32.4 Million - $37 Million	416,835 New	416,835 $37 Million

Others Institutions Holding IUSG

# of Institutions

868

Shares Held

123M

Call Options Held

9.8K

Put Options Held

100

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Legacy Financial Group LLC Ishares Core S&P U.S Growth Et Transaction History