Legend Financial Advisors, Inc. Ishares Tr Transaction History

Legend Financial Advisors, Inc.

$142 Billion
Q4 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 53,330 shares of IAK stock, worth $6.9 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

53,330

Previous 54,064 1.36%

Holding current value

$6.9 Million

Previous $6.98 Billion 3.33%

% of portfolio

4.76%

Previous 4.82%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$123.78 - $138.16 $90,854 - $101,409	-734 Reduced 1.36%	53,330 $6.74 Billion
Q3 2024 Oct 17, 2024	SELL	$112.0 - $130.47 $187,824 - $218,798	-1,677 Reduced 3.01%	54,064 $6.98 Billion
Q2 2024 Jul 26, 2024	BUY	$109.54 - $117.86 $44,473 - $47,851	406 Added 0.73%	55,741 $6.29 Billion
Q1 2024 Apr 17, 2024	SELL	$101.06 - $117.39 $48,205 - $55,995	-477 Reduced 0.85%	55,335 $6.5 Billion
Q4 2023 Jan 31, 2024	SELL	$89.71 - $100.92 $155,288 - $174,692	-1,731 Reduced 3.01%	55,812 $5.59 Billion
Q3 2023 Nov 13, 2023	BUY	$86.28 - $94.91 $25,280 - $27,808	293 Added 0.51%	57,543 $5.27 Billion
Q2 2023 Aug 09, 2023	BUY	$82.47 - $88.6 $157,270 - $168,960	1,907 Added 3.45%	57,250 $5.03 Billion
Q1 2023 Apr 26, 2023	SELL	$81.37 - $95.04 $2,441 - $2,851	-30 Reduced 0.05%	55,343 $4.74 Billion
Q4 2022 Jan 30, 2023	SELL	$81.32 - $94.36 $33,747 - $39,159	-415 Reduced 0.74%	55,373 $5.06 Billion
Q3 2022 Nov 18, 2022	SELL	$78.22 - $88.93 $27,533 - $31,303	-352 Reduced 0.63%	55,788 $4.41 Billion
Q2 2022 Aug 08, 2022	BUY	$79.16 - $92.57 $4.44 Million - $5.2 Million	56,140 New	56,140 $4.66 Million

Others Institutions Holding IAK

# of Institutions

153

Shares Held

3.92M

Call Options Held

400

Put Options Held

1.7K

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About ISHARES TR

Ticker IAK
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Legend Financial Advisors, Inc. Ishares Tr Transaction History