Legacy Financial Group LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1834011
DES MOINES, IA
All Filings in AOA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,122,360 | 72,975 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,580,293 | 74,362 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,721,746 | 75,053 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,465,950 | 73,360 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $6,931,791 | 83,115 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,478,020 | 84,680 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,955,345 | 90,789 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,291,915 | 92,408 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,218,929 | 83,163 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,288,752 | 71,995 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $3,932,189 | 61,934 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,045,943 | 60,988 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,872,567 | 60,899 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,864,869 | 64,684 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,201,461 | 57,736 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,408,759 | 56,917 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,206,606 | 46,513 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,319,389 | 31,851 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,003,477 | 28,699 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,346,730 | 19,062 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $677,800 | 10,127 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||