Legacy Financial Advisors, Inc. ITOT Holdings History
Legacy Financial Advisors, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 203,683.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $24.85 Mil. This investment constitutes 4.16% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Advisors, Inc. has made 15 purchases of ITOT, at an average price of $75.79, for a total of 1.06 Mil shares. In addition, there have been 13 sales at an average price of $96.61 for 851,427.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Legacy Financial Advisors, Inc.'s estimated gain on his ITOT holdings is $30.27 Mil, reflecting a 37.85% gain to date.
Legacy Financial Advisors, Inc. ITOT ($137.38) Holding Chart
Legacy Financial Advisors, Inc. ITOT ($137.38) 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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