Legacy Financial Strategies, LLC Ishares Tr Transaction History

Legacy Financial Strategies, LLC

$448 Million
Q3 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 3,609 shares of HYG stock, worth $286,807. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,609

Previous 3,250 11.05%

Holding current value

$286,807

Previous $250,000 15.6%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$76.72 - $80.36 $27,542 - $28,849	359 Added 11.05%	3,609 $289,000
Q2 2024 Jul 10, 2024	SELL	$75.68 - $77.45 $9,611 - $9,836	-127 Reduced 3.76%	3,250 $250,000
Q1 2024 Apr 10, 2024	SELL	$76.57 - $77.9 $42,726 - $43,468	-558 Reduced 14.18%	3,377 $262,000
Q4 2023 Feb 01, 2024	SELL	$71.78 - $77.94 $12,776 - $13,873	-178 Reduced 4.33%	3,935 $304,000
Q3 2023 Nov 13, 2023	BUY	$73.48 - $75.65 $20,427 - $21,030	278 Added 7.25%	4,113 $303,000
Q2 2023 Jul 28, 2023	BUY	$73.57 - $75.42 $11,697 - $11,991	159 Added 4.33%	3,835 $287,000
Q1 2023 May 10, 2023	BUY	$73.04 - $77.2 $35,497 - $37,519	486 Added 15.24%	3,676 $277,000
Q4 2022 Feb 15, 2023	BUY	$71.24 - $76.11 $227,255 - $242,790	3,190 New	3,190 $234,000

Others Institutions Holding HYG

# of Institutions

1,076

Shares Held

237M

Call Options Held

97.2M

Put Options Held

326M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Account

Legacy Financial Strategies, LLC Ishares Tr Transaction History