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 $22.1 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

259,316

Previous 253,112 2.45%

Holding current value

$22.1 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

459

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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