Legacy Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

A detailed history of Legacy Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 1,027 shares of IWO stock, worth $301,938. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,027

Previous 927 10.79%

Holding current value

$301,938

Previous $266,000 1.5%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$254.58 - $302.92 $25,458 - $30,292	100 Added 10.79%	1,027 $262,000
Q4 2024 Feb 14, 2025	BUY	$278.19 - $315.36 $55,638 - $63,072	200 Added 27.51%	927 $266,000
Q3 2024 Nov 13, 2024	BUY	$256.4 - $289.78 $186,402 - $210,670	727 New	727 $206,000
Q1 2020 Apr 15, 2020	SELL	$135.58 - $225.25 $189,676 - $315,124	-1,399 Closed	0 $0
Q4 2019 Jan 21, 2020	SELL	$186.63 - $216.19 $9,331 - $10,809	-50 Reduced 3.45%	1,399 $300,000
Q3 2019 Oct 10, 2019	BUY	$189.94 - $205.08 $9,497 - $10,254	50 Added 3.57%	1,449 $279,000
Q1 2018 Apr 17, 2018	SELL	$179.86 - $200.59 $201,982 - $225,262	-1,123 Reduced 44.53%	1,399 $270,000
Q4 2017 Jan 26, 2018	BUY	$177.13 - $188.2 $446,721 - $474,640	2,522	2,522 $470,000

Others Institutions Holding IWO

# of Institutions

1,098

Shares Held

33M

Call Options Held

40.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Legacy Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History