Legacy Financial Group LLC IUSG Holdings History
Legacy Financial Group LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 360,731.00 shares of ISHARES TRUST(IUSG), totaling $54.25 Mil. This investment constitutes 7.57% of their stock portfolio, and Legacy Financial Group LLC now holds 0.23% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2020Q4. And since then Legacy Financial Group LLC has made 11 purchases of IUSG, at an average price of $98.25, for a total of 1.11 Mil shares. In addition, there have been 8 sales at an average price of $106.87 for 752,090.00 shares. Based on historical transaction data and IUSG's current price of $153.45, Legacy Financial Group LLC's estimated gain on his IUSG holdings is $26.40 Mil, reflecting a 24.14% gain to date.
Legacy Financial Group LLC IUSG ($153.45) Holding Chart
Legacy Financial Group LLC IUSG ($153.45) 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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