Legacy Financial Strategies, LLC Ishares Core S&P U.S. Value Et Transaction History

Legacy Financial Strategies, LLC

  • $409 Million
  • Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 20,746 shares of IUSV stock, worth $1.97 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
20,746
Previous 20,746 -0.0%
Holding current value
$1.97 Million
Previous $1.88 Million 2.56%
% of portfolio
0.45%
Previous 0.49%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$82.87 - $90.44 $24,032 - $26,227
290 Added 1.42%
20,746 $1.88 Million
Q3 2023

Nov 13, 2023
SELL
$74.38 - $81.04 $18,371 - $20,016
-247 Reduced 1.19%
20,456 $1.53 Million
Q2 2022

Aug 09, 2022
BUY
$64.88 - $77.18 $16,349 - $19,449
252 Added 1.23%
20,703 $1.39 Million
Q3 2021

Nov 15, 2021
BUY
$69.93 - $74.13 $1,678 - $1,779
24 Added 0.12%
20,451 $1.45 Million
Q2 2021

Aug 02, 2021
SELL
$69.41 - $73.87 $19,990 - $21,274
-288 Reduced 1.39%
20,427 $1.47 Million
Q1 2021

May 07, 2021
SELL
$61.28 - $69.6 $34,378 - $39,045
-561 Reduced 2.64%
20,715 $1.43 Million
Q4 2020

Feb 04, 2021
SELL
$53.17 - $62.19 $34,879 - $40,796
-656 Reduced 2.99%
21,276 $1.32 Million
Q3 2020

Nov 03, 2020
SELL
$51.46 - $57.08 $916,451 - $1.02 Million
-17,809 Reduced 44.81%
21,932 $1.19 Million
Q2 2020

Aug 14, 2020
BUY
$44.04 - $57.88 $44,876 - $58,979
1,019 Added 2.63%
39,741 $2.08 Million
Q1 2020

May 04, 2020
BUY
$39.87 - $63.83 $839,343 - $1.34 Million
21,052 Added 119.14%
38,722 $1.79 Million
Q4 2019

Jan 27, 2020
BUY
$55.95 - $63.08 $145,917 - $164,512
2,608 Added 17.32%
17,670 $1.11 Million
Q3 2019

Nov 01, 2019
BUY
$54.3 - $58.65 $31,059 - $33,547
572 Added 3.95%
15,062 $896,000
Q2 2019

Jul 15, 2019
BUY
$52.68 - $57.18 $19,491 - $21,156
370 Added 2.62%
14,490 $832,000
Q1 2019

May 08, 2019
BUY
$48.21 - $55.66 $59,587 - $68,795
1,236 Added 9.59%
14,120 $774,000
Q4 2018

Feb 15, 2019
BUY
$46.36 - $56.72 $194,851 - $238,394
4,203 Added 48.42%
12,884 $632,000
Q3 2018

Nov 14, 2018
BUY
$53.63 - $57.68 $124,046 - $133,413
2,313 Added 36.32%
8,681 $470,000
Q2 2018

Aug 14, 2018
BUY
$51.95 - $55.12 $36,884 - $39,135
710 Added 12.55%
6,368 $342,000
Q1 2018

May 14, 2018
SELL
$51.81 - $58.63 $67,042 - $75,867
-1,294 Reduced 18.61%
5,658 $301,000
Q4 2017

May 14, 2018
BUY
$52.55 - $55.6 $365,327 - $386,531
6,952
6,952 $385,000

Others Institutions Holding IUSV

# of Institutions
686
Shares Held
157M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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