Legacy Financial Strategies, LLC IGM Holdings History
Legacy Financial Strategies, LLC's iShares Expanded Tech Sector ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 259,316.00 shares of iShares Expanded Tech Sector ETF(IGM), totaling $23.51 Mil. This investment constitutes 5.13% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.45% of the outstanding iShares Expanded Tech Sector ETF(IGM) stock.
The initial trade took place in 2018Q3. And since then Legacy Financial Strategies, LLC has made 26 purchases of IGM, at an average price of $56.72, for a total of 285,125.00 shares. In addition, there have been 1 sales at an average price of $88.48 for 25,809.00 shares. Based on historical transaction data and IGM's current price of $113.61, Legacy Financial Strategies, LLC's estimated gain on his IGM holdings is $15.57 Mil, reflecting a 96.29% gain to date.
Legacy Financial Strategies, LLC IGM ($113.61) Holding Chart
Legacy Financial Strategies, LLC IGM ($113.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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