Legacy Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025

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 4,308 shares of IWP stock, worth $613,071. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,308
Previous 4,308 -0.0%
Holding current value
$613,071
Previous $546,000 7.33%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$116.4 - $138.52 $34,920 - $41,556
300 Added 7.49%
4,308 $546,000
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
1,248
Shares Held
133M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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