Legacy Financial Strategies, LLC Ishares Expanded Tech Sector E Transaction History

Legacy Financial Strategies, LLC

$452 Million
Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 259,316 shares of IGM stock, worth $26.6 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

259,316

Previous 253,112 2.45%

Holding current value

$26.6 Million

Previous $25.8 Million 8.87%

% of portfolio

5.21%

Previous 5.6%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$90.67 - $108.46 $562,516 - $672,885	6,204 Added 2.45%	259,316 $23.5 Million
Q4 2024 Jan 28, 2025	BUY	$94.19 - $106.95 $705,483 - $801,055	7,490 Added 3.05%	253,112 $25.8 Million
Q3 2024 Oct 18, 2024	SELL	$84.03 - $98.62 $1.4 Million - $1.65 Million	-16,683 Reduced 6.36%	245,622 $23.6 Million
Q2 2024 Jul 10, 2024	BUY	$80.02 - $95.38 $1.15 Million - $1.37 Million	14,409 Added 5.81%	262,305 $24.7 Million
Q1 2024 Apr 10, 2024	BUY	$84.27 - $516.87 $17.3 Million - $106 Million	205,059 Added 478.7%	247,896 $21.4 Million
Q4 2023 Feb 01, 2024	BUY	$365.86 - $450.72 $361,103 - $444,860	987 Added 2.36%	42,837 $19.2 Million
Q3 2023 Nov 13, 2023	BUY	$376.08 - $412.97 $324,557 - $356,393	863 Added 2.11%	41,850 $16 Million
Q2 2023 Jul 28, 2023	BUY	$325.63 - $395.58 $535,986 - $651,124	1,646 Added 4.18%	40,987 $16.1 Million
Q1 2023 May 10, 2023	BUY	$275.98 - $339.32 $783,507 - $963,329	2,839 Added 7.78%	39,341 $13.3 Million
Q4 2022 Feb 15, 2023	BUY	$44.41 - $306.86 $49,961 - $345,217	1,125 Added 3.18%	36,502 $10.2 Million
Q3 2022 Nov 08, 2022	BUY	$46.07 - $58.66 $167,510 - $213,287	3,636 Added 11.46%	35,377 $9.78 Million
Q2 2022 Aug 09, 2022	BUY	$47.75 - $66.17 $88,815 - $123,076	1,860 Added 6.22%	31,741 $9.34 Million
Q1 2022 May 06, 2022	BUY	$57.01 - $73.7 $205,635 - $265,835	3,607 Added 13.73%	29,881 $11.6 Million
Q4 2021 Jan 31, 2022	BUY	$66.29 - $75.08 $12,528 - $14,190	189 Added 0.72%	26,274 $11.5 Million
Q3 2021 Nov 15, 2021	BUY	$66.83 - $71.86 $55,803 - $60,003	835 Added 3.31%	26,085 $10.5 Million
Q2 2021 Aug 02, 2021	BUY	$59.44 - $67.61 $71,744 - $81,605	1,207 Added 5.02%	25,250 $10.2 Million
Q1 2021 May 07, 2021	BUY	$56.89 - $63.23 $31,915 - $35,472	561 Added 2.39%	24,043 $8.68 Million
Q4 2020 Feb 04, 2021	BUY	$50.13 - $58.36 $100 - $116	2 Added 0.01%	23,482 $8.22 Million
Q3 2020 Nov 03, 2020	BUY	$47.19 - $56.32 $926,670 - $1.11 Million	19,637 Added 510.98%	23,480 $7.26 Million
Q2 2020 Aug 14, 2020	BUY	$33.65 - $46.92 $2,389 - $3,331	71 Added 1.88%	3,843 $1.07 Million
Q1 2020 May 04, 2020	BUY	$31.48 - $45.08 $2,140 - $3,065	68 Added 1.84%	3,772 $799,000
Q4 2019 Jan 27, 2020	BUY	$35.22 - $40.66 $9,438 - $10,896	268 Added 7.8%	3,704 $897,000
Q3 2019 Nov 01, 2019	BUY	$35.88 - $37.08 $6,530 - $6,748	182 Added 5.59%	3,436 $773,000
Q2 2019 Jul 15, 2019	BUY	N/A	106 Added 3.37%	3,254 $727,000
Q1 2019 May 08, 2019	BUY	N/A	314 Added 11.08%	3,148 $649,000
Q4 2018 Feb 15, 2019	BUY	N/A	137 Added 5.08%	2,834 $487,000
Q3 2018 Nov 14, 2018	BUY	N/A	2,697 New	2,697 $496,000

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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 Expanded Tech Sector E Transaction History