Legacy Wealth Planning, LLC Ishares Tr Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$72.36 - $77.76 $42,764 - $45,956	-591 Reduced 14.37%	3,521 $263,000
Q3 2021 Nov 22, 2021	SELL	$72.98 - $78.2 $54,880 - $58,806	-752 Reduced 15.46%	4,112 $305,000
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $57,362 - $61,465	786 Added 19.27%	4,864 $305,000
Q1 2021 May 06, 2021	SELL	$68.58 - $73.12 $14,333 - $15,282	-209 Reduced 4.88%	4,078 $294,000
Q4 2020 Feb 12, 2021	SELL	$58.13 - $69.71 $13,776 - $16,521	-237 Reduced 5.24%	4,287 $296,000
Q3 2020 Nov 03, 2020	SELL	$57.43 - $62.28 $21,651 - $23,479	-377 Reduced 7.69%	4,524 $273,000
Q2 2020 Aug 17, 2020	BUY	$47.43 - $60.75 $232,454 - $297,735	4,901 New	4,901 $280,000
Q1 2020 May 18, 2020	SELL	$43.31 - $66.12 $284,026 - $433,614	-6,558 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$43.31 - $66.12 $58,078 - $88,666	-1,341 Reduced 16.98%	6,558 $327,000
Q4 2019 Feb 12, 2020	BUY	$59.36 - $65.51 $468,884 - $517,463	7,899 New	7,899 $515,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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