Legacy Wealth Planning, LLC Ishares Core S&P Total U.S. St Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$80.96 - $102.19 $178,435 - $225,226	-2,204 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$93.09 - $107.63 $21,689 - $25,077	-233 Reduced 9.56%	2,204 $222,000
Q4 2021 Feb 14, 2022	SELL	$98.24 - $107.61 $248,448 - $272,145	-2,529 Reduced 50.93%	2,437 $261,000
Q3 2021 Nov 22, 2021	SELL	$97.33 - $103.96 $721,799 - $770,967	-7,416 Reduced 59.89%	4,966 $489,000
Q3 2021 Nov 12, 2021	BUY	$97.33 - $103.96 $815,430 - $870,976	8,378 Added 209.24%	12,382 $489,000
Q1 2021 May 06, 2021	SELL	$85.12 - $92.58 $21,109 - $22,959	-248 Reduced 5.83%	4,004 $367,000
Q4 2020 Feb 12, 2021	SELL	$74.05 - $86.22 $6,442 - $7,501	-87 Reduced 2.01%	4,252 $367,000
Q3 2020 Nov 03, 2020	SELL	$69.81 - $80.47 $85,517 - $98,575	-1,225 Reduced 22.02%	4,339 $328,000
Q2 2020 Aug 17, 2020	BUY	$54.49 - $72.8 $268,090 - $358,176	4,920 Added 763.98%	5,564 $386,000
Q1 2020 May 18, 2020	SELL	$49.67 - $76.42 $526,998 - $810,816	-10,610 Reduced 94.28%	644 $644,000
Q1 2020 May 18, 2020	SELL	$49.67 - $76.42 $929,822 - $1.43 Million	-18,720 Reduced 62.45%	11,254 $644,000
Q4 2019 Feb 12, 2020	BUY	$65.12 - $72.96 $1.95 Million - $2.19 Million	29,974 New	29,974 $2.18 Million

Others Institutions Holding ITOT

# of Institutions

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

About ISHARES CORE S&P TOTAL U.S. ST

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