ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

Note: Option positions (PUT/CALL) are excluded.

Q1 2024
Shares 17,971 Value ($000) $440 Avg Close Range
Q4 2023
Shares 18,135 Value ($000) $444 Avg Close Range
Q3 2023
Shares 19,346 Value ($000) $460 Avg Close Range
Q2 2023
Shares 17,884 Value ($000) $428 Avg Close Range
Q1 2023
Shares 16,808 Value ($000) $404 Avg Close Range
Q4 2022
Shares 16,605 Value ($000) $395 Avg Close Range
Q3 2022
Shares 17,497 Value ($000) $411 Avg Close Range
Q2 2022
Shares 17,630 Value ($000) $425 Avg Close Range
Q1 2019
Shares 2,307 Value ($000) $58 Avg Close Range
Q4 2018
Shares 2,234 Value ($000) $55 Avg Close Range
Q3 2018
Shares 2,148 Value ($000) $52 Avg Close Range
Q2 2018
Shares 2,142 Value ($000) $53 Avg Close Range
Q1 2018
Shares 2,133 Value ($000) $52 Avg Close Range
Q4 2017
Shares 2,061 Value ($000) $51 Avg Close Range