Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Legacy Advisors, LLC

  • $789 Million
  • Q1 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 4,248 shares of IWD stock, worth $739,321. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,248
Previous 3,998 6.25%
Holding current value
$739,321
Previous $660,000 15.15%
% of portfolio
0.1%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $40,460 - $44,777
250 Added 6.25%
4,248 $760,000
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $18,392 - $21,209
128 Added 3.31%
3,998 $660,000
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $717,682 - $773,638
-4,730 Reduced 55.0%
3,870 $587,000
Q2 2023

Jul 20, 2023
BUY
$148.55 - $157.83 $819,996 - $871,221
5,520 Added 179.22%
8,600 $1.36 Million
Q1 2023

May 01, 2023
BUY
$145.2 - $161.56 $127,775 - $142,172
880 Added 40.0%
3,080 $468,000
Q4 2022

Feb 01, 2023
SELL
$148.0 - $158.99 $151,996 - $163,282
-1,027 Reduced 31.83%
2,200 $333,000
Q2 2022

Jul 25, 2022
SELL
N/A
-5 Reduced 0.15%
3,227 $468,000
Q1 2022

May 11, 2022
BUY
N/A
5 Added 0.15%
3,232 $536,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,027 Added 46.68%
3,227 $542,000
Q4 2020

Jan 15, 2021
SELL
N/A
-155 Reduced 6.58%
2,200 $301,000
Q1 2020

Apr 15, 2020
SELL
N/A
-8,398 Reduced 78.1%
2,355 $234,000
Q3 2018

Oct 18, 2018
SELL
N/A
-185 Reduced 1.69%
10,753 $1.37 Million
Q2 2018

Jul 19, 2018
BUY
N/A
185 Added 1.72%
10,938 $1.33 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-4,139 Reduced 27.79%
10,753 $1.3 Million
Q4 2017

Jan 26, 2018
BUY
N/A
12,537 Added 532.36%
14,892 $1.85 Million
Q4 2016

Nov 03, 2017
BUY
N/A
2,355
2,355 $263,000

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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