Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

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 229,995 shares of IWR stock, worth $21.9 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

229,995

Previous 228,528 0.64%

Holding current value

$21.9 Million

Previous $20.2 Million 3.15%

% of portfolio

2.15%

Previous 2.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$82.81 - $92.93 $121,482 - $136,328	1,467 Added 0.64%	229,995 $19.6 Million
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $208,440 - $228,197	-2,389 Reduced 1.03%	228,528 $20.2 Million
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

1,563

Shares Held

371M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History