Legacy Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 14,287 shares of IWL stock, worth $2.4 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
14,287
Previous 18,263 21.77%
Holding current value
$2.4 Million
Previous $2.45 Billion 2.99%
% of portfolio
1.79%
Previous 2.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$152.78 - $166.59 $607,453 - $662,361
-3,976 Reduced 21.77%
14,287 $2.37 Billion
Q2 2025

Aug 14, 2025
SELL
$122.36 - $153.12 $20,556 - $25,724
-168 Reduced 1.16%
14,267 $2.18 Billion
Q1 2025

May 19, 2025
BUY
$135.83 - $151.73 $1.96 Million - $2.19 Million
14,435 New
14,435 $1.98 Billion
Q4 2024

Oct 17, 2025
SELL
$138.92 - $149.97 $37,369 - $40,341
-269 Reduced 1.4%
18,887 $2.73 Billion
Q3 2024

Oct 17, 2025
BUY
$126.32 - $140.44 $617,578 - $686,611
4,889 Added 34.27%
19,156 $2.69 Billion
Q2 2024

Oct 30, 2025
BUY
$120.51 - $134.58 $481,557 - $537,781
3,996 Added 28.01%
18,263 $2.45 Billion
Q2 2024

Oct 17, 2025
BUY
$120.51 - $134.58 $83,151 - $92,860
690 Added 3.74%
19,156 $2.69 Billion
Q1 2024

Oct 17, 2025
SELL
$113.2 - $127.12 $21,394 - $24,025
-189 Reduced 1.01%
18,466 $2.35 Billion
Q4 2023

Oct 17, 2025
BUY
$99.76 - $115.49 $437,746 - $506,770
4,388 Added 30.76%
18,655 $2.15 Billion

Others Institutions Holding IWL

# of Institutions
222
Shares Held
8.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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