Legacy Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Legacy Advisors, LLC

$6.33 Billion
Q2 2025

A detailed history of Legacy Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 30,467 shares of IWB stock, worth $11.2 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

30,467

Previous 90,394 66.3%

Holding current value

$11.2 Million

Previous $27.7 Million 223.59%

% of portfolio

1.42%

Previous 3.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$272.36 - $339.57 $16.3 Million - $20.3 Million	-59,927 Reduced 66.3%	30,467 $89.7 Million
Q1 2025 Apr 22, 2025	SELL	$302.31 - $337.54 $171,409 - $191,385	-567 Reduced 0.62%	90,394 $27.7 Million
Q4 2024 Feb 14, 2025	BUY	$311.11 - $335.64 $914,663 - $986,781	2,940 Added 3.34%	90,961 $29.3 Million
Q3 2024 Nov 13, 2024	SELL	$283.28 - $314.39 $4,249 - $4,715	-15 Reduced 0.02%	88,021 $27.7 Million
Q2 2024 Jul 30, 2024	BUY	$272.21 - $298.72 $115,961 - $127,254	426 Added 0.49%	88,036 $26.2 Million
Q1 2024 Apr 30, 2024	SELL	$257.46 - $288.1 $22,399 - $25,064	-87 Reduced 0.1%	87,610 $25.2 Million
Q4 2023 Feb 12, 2024	BUY	$225.16 - $263.17 $3.47 Million - $4.05 Million	15,394 Added 21.29%	87,697 $23 Million
Q3 2023 Nov 14, 2023	BUY	$234.05 - $252.17 $7.88 Million - $8.49 Million	33,679 Added 87.2%	72,303 $17 Million
Q2 2023 Jul 20, 2023	BUY	$221.85 - $243.74 $7.46 Million - $8.2 Million	33,623 Added 672.33%	38,624 $9.41 Million
Q1 2023 May 01, 2023	SELL	$208.78 - $230.55 $67,853 - $74,928	-325 Reduced 6.1%	5,001 $1.13 Million
Q4 2022 Feb 01, 2023	BUY	$196.94 - $224.49 $516,376 - $588,612	2,622 Added 96.97%	5,326 $1.12 Million
Q3 2022 Nov 09, 2022	SELL	$197.33 - $237.63 $1.92 Million - $2.31 Million	-9,712 Reduced 78.22%	2,704 $534,000
Q4 2021 Feb 14, 2022	SELL	$241.33 - $266.02 $482,660 - $532,040	-2,000 Reduced 13.87%	12,416 $3.28 Million
Q1 2021 Apr 12, 2021	SELL	$208.89 - $225.24 $101,311 - $109,241	-485 Reduced 3.25%	14,416 $3.23 Million
Q3 2020 Oct 08, 2020	BUY	$172.79 - $199.44 $91,060 - $105,104	527 Added 3.67%	14,901 $2.79 Million
Q1 2020 Apr 15, 2020	SELL	$122.99 - $188.06 $7,871 - $12,035	-64 Reduced 0.44%	14,374 $2.03 Million
Q4 2019 Jan 21, 2020	SELL	$159.7 - $178.97 $66,275 - $74,272	-415 Reduced 2.79%	14,438 $2.58 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-5 Reduced 0.03%	14,853 $2.34 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-424 Reduced 2.77%	14,858 $2.06 Million
Q3 2018 Oct 18, 2018	BUY	N/A	3,281 Added 27.34%	15,282 $2.48 Million
Q1 2018 Apr 17, 2018	BUY	N/A	3,390 Added 39.37%	12,001 $1.77 Million
Q3 2017 Nov 03, 2017	BUY	N/A	2,629 Added 43.95%	8,611 $1.2 Million
Q1 2017 Nov 02, 2017	SELL	N/A	-124 Reduced 2.03%	5,982 $785,000
Q4 2016 Nov 03, 2017	BUY	N/A	6,106	6,106 $759,000

Others Institutions Holding IWB

# of Institutions

1,575

Shares Held

97.4M

Call Options Held

64.2K

Put Options Held

52.9K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Legacy Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History