Legacy Wealth Management, LLC / Ms Ishares Tr Russell 1000 ETF Transaction History

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 1,050 shares of IWB stock, worth $320,281. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,230 14.63%
Holding current value
$320,281
Previous $396 Million 18.72%
% of portfolio
0.11%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
SELL
$302.31 - $337.54 $54,415 - $60,757
-180 Reduced 14.63%
1,050 $322 Million
Q4 2024

Jan 06, 2025
SELL
$311.11 - $335.64 $31,111 - $33,564
-100 Reduced 7.52%
1,230 $396 Million
Q2 2024

Dec 12, 2024
SELL
$272.21 - $298.72 $95,273 - $104,552
-350 Reduced 20.83%
1,330 $396 Million
Q1 2024

Dec 12, 2024
SELL
$257.46 - $288.1 $216,266 - $242,004
-840 Reduced 33.33%
1,680 $484 Million
Q4 2023

Dec 12, 2024
SELL
$225.16 - $263.17 $59,667 - $69,740
-265 Reduced 9.52%
2,520 $661 Million
Q3 2023

Dec 12, 2024
SELL
$234.05 - $252.17 $91,279 - $98,346
-390 Reduced 12.28%
2,785 $654 Million
Q1 2023

Dec 12, 2024
SELL
$208.78 - $230.55 $73,073 - $80,692
-350 Reduced 9.93%
3,175 $715 Million
Q4 2022

Dec 12, 2024
BUY
$196.94 - $224.49 $694,213 - $791,327
3,525 New
3,525 $742 Million
Q1 2020

Dec 12, 2024
SELL
$122.99 - $188.06 $159,887 - $244,478
-1,300 Closed
0 $0
Q4 2019

Dec 12, 2024
BUY
$159.7 - $178.97 $207,609 - $232,661
1,300 New
1,300 $232 Million

Others Institutions Holding IWB

# of Institutions
1,479
Shares Held
98.5M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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