Legend Financial Advisors, Inc. IAK Holdings History
Legend Financial Advisors, Inc.'s iShares U.S. Insurance ETF Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 50,879.00 shares of iShares U.S. Insurance ETF(IAK), totaling $6.84 Mil. This investment constitutes 4.55% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.85% of the outstanding iShares U.S. Insurance ETF(IAK) stock.
The initial trade took place in 2022Q2. And since then Legend Financial Advisors, Inc. has made 4 purchases of IAK, at an average price of $86.62, for a total of 58,746.00 shares. In addition, there have been 9 sales at an average price of $115.51 for 7,867.00 shares. Based on historical transaction data and IAK's current price of $128.68, Legend Financial Advisors, Inc.'s estimated gain on his IAK holdings is $2.37 Mil, reflecting a 46.53% gain to date.
Legend Financial Advisors, Inc. IAK ($128.68) Holding Chart
Legend Financial Advisors, Inc. IAK ($128.68) 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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