Legacy Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Legacy Advisors, LLC

$918 Million
Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Legacy Advisors, LLC holds 4,008 shares of IWP stock, worth $541,881. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,008

Previous 4,008 -0.0%

Holding current value

$541,881

Previous $442,000 6.33%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$105.7 - $113.43 $137,410 - $147,459	1,300 Added 48.01%	4,008 $442,000
Q1 2024 Apr 30, 2024	BUY	$100.66 - $114.14 $272,587 - $309,091	2,708 New	2,708 $309,000
Q2 2023 Jul 20, 2023	BUY	$87.72 - $96.63 $105,264 - $115,956	1,200 Added 51.99%	3,508 $338,000
Q1 2023 May 01, 2023	BUY	$82.89 - $94.68 $191,310 - $218,521	2,308 New	2,308 $210,000
Q2 2022 Jul 25, 2022	SELL	$75.41 - $102.47 $174,046 - $236,500	-2,308 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$96.94 - $112.05 $223,737 - $258,611	2,308 New	2,308 $236,000
Q3 2019 Oct 10, 2019	SELL	$70.16 - $72.24 $24,836 - $25,572	-354 Closed	0 $0
Q2 2019 Jul 15, 2019	SELL	N/A	-4 Reduced 1.12%	354 $50,000
Q1 2019 Apr 08, 2019	BUY	N/A	358 New	358 $49,000
Q4 2018 Jan 14, 2019	SELL	N/A	-354 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	N/A	354	354 $40,000

Others Institutions Holding IWP

# of Institutions

1,104

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Legacy Advisors, LLC Ishares Russell Mid Cap Growth Transaction History