Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 230,917 shares of IWR stock, worth $21.1 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
230,917
Previous 233,442 1.08%
Holding current value
$21.1 Million
Previous $18.9 Million 7.53%
% of portfolio
2.22%
Previous 2.31%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$79.92 - $88.19 $201,798 - $222,679
-2,525 Reduced 1.08%
230,917 $20.4 Million
Q2 2024

Jul 30, 2024
BUY
$78.66 - $83.59 $389,602 - $414,021
4,953 Added 2.17%
233,442 $18.9 Million
Q1 2024

Apr 30, 2024
SELL
$75.37 - $84.09 $150,740 - $168,180
-2,000 Reduced 0.87%
228,489 $19.2 Million
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $3.3 Million - $3.99 Million
50,958 Added 28.38%
230,489 $17.9 Million
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $5.29 Million - $5.86 Million
77,194 Added 75.43%
179,531 $12.4 Million
Q2 2023

Jul 20, 2023
BUY
$67.49 - $73.03 $6.32 Million - $6.84 Million
93,667 Added 1080.36%
102,337 $7.47 Million
Q1 2023

May 01, 2023
SELL
$66.27 - $75.04 $11,928 - $13,507
-180 Reduced 2.03%
8,670 $606,000
Q4 2022

Feb 01, 2023
SELL
$62.09 - $71.89 $12,728 - $14,737
-205 Reduced 2.26%
8,850 $596,000
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $17,526 - $21,099
-282 Reduced 3.02%
9,055 $563,000
Q2 2022

Jul 25, 2022
SELL
$62.75 - $78.76 $15,499 - $19,453
-247 Reduced 2.58%
9,337 $604,000
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $316,341 - $362,726
4,376 Added 84.02%
9,584 $748,000
Q3 2021

Oct 13, 2021
SELL
$76.44 - $82.59 $6,803 - $7,350
-89 Reduced 1.68%
5,208 $407,000
Q1 2021

Apr 12, 2021
SELL
$67.45 - $75.68 $34,399 - $38,596
-510 Reduced 8.78%
5,297 $392,000
Q1 2020

Apr 15, 2020
SELL
$36.81 - $61.96 $3,570 - $6,010
-97 Reduced 1.64%
5,807 $251,000
Q1 2019

Apr 08, 2019
SELL
$45.53 - $54.18 $72,529 - $86,308
-1,593 Reduced 21.25%
5,904 $319,000
Q4 2018

Jan 14, 2019
BUY
$43.7 - $54.95 $315,514 - $396,739
7,220 Added 2606.5%
7,497 $348,000
Q1 2018

Apr 17, 2018
BUY
$49.67 - $55.0 $13,758 - $15,235
277 New
277 $57,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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