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

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024

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 253,112 shares of IGM stock, worth $25.3 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
253,112
Previous 245,622 3.05%
Holding current value
$25.3 Million
Previous $23.6 Million 9.66%
% of portfolio
5.6%
Previous 5.26%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
458
Shares Held
27.5M
Call Options Held
151K
Put Options Held
15.2K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email