Legacy Financial Strategies, LLC Ishares Trust Ishares Pfd And Transaction History

Legacy Financial Strategies, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$31.12 - $32.54 $7,842 - $8,200	252 Added 3.34%	7,787 $250,000
Q1 2023 May 10, 2023	BUY	$29.86 - $33.81 $2,120 - $2,400	71 Added 0.95%	7,535 $235,000
Q1 2022 May 06, 2022	BUY	$34.86 - $39.14 $260,195 - $292,140	7,464 New	7,464 $272,000
Q3 2018 Nov 14, 2018	SELL	$37.02 - $38.0 $213,346 - $218,994	-5,763 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$36.91 - $37.71 $212,712 - $217,322	5,763 New	5,763 $217,000

1,101

188M

167K

797K

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