Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025

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 5,168 shares of IWD stock, worth $932,462. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,168
Previous 4,168 23.99%
Holding current value
$932,462
Previous $771,000 26.07%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Apr 22, 2025
BUY
$182.82 - $196.21 $182,820 - $196,210
1,000 Added 23.99%
5,168 $972,000
Q3 2024

Nov 13, 2024
SELL
$173.36 - $189.8 $13,868 - $15,184
-80 Reduced 1.88%
4,168 $791,000
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
$136.78 - $158.99 $140,473 - $163,282
-1,027 Reduced 31.83%
2,200 $333,000
Q2 2022

Jul 25, 2022
SELL
$140.99 - $168.41 $704 - $842
-5 Reduced 0.15%
3,227 $468,000
Q1 2022

May 11, 2022
BUY
$157.15 - $170.51 $785 - $852
5 Added 0.15%
3,232 $536,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $161,362 - $172,618
1,027 Added 46.68%
3,227 $542,000
Q4 2020

Jan 15, 2021
SELL
$115.84 - $136.73 $17,955 - $21,193
-155 Reduced 6.58%
2,200 $301,000
Q1 2020

Apr 15, 2020
SELL
$85.17 - $138.52 $715,257 - $1.16 Million
-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
1,887
Shares Held
287M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email