Legacy Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History

Legacy Advisory Services, LLC

  • $133 Billion
  • Q4 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 14,295 shares of IWL stock, worth $2.4 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
14,295
Previous 14,287 0.06%
Holding current value
$2.4 Million
Previous $2.37 Billion 2.78%
% of portfolio
1.83%
Previous 1.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$163.11 - $172.47 $1,304 - $1,379
8 Added 0.06%
14,295 $2.44 Billion
Q3 2025

Oct 30, 2025
SELL
$152.78 - $166.59 $607,453 - $662,361
-3,976 Reduced 21.77%
14,287 $2.37 Billion
Q2 2025

Aug 14, 2025
SELL
$122.36 - $153.12 $20,556 - $25,724
-168 Reduced 1.16%
14,267 $2.18 Billion
Q1 2025

May 19, 2025
BUY
$135.83 - $151.73 $1.96 Million - $2.19 Million
14,435 New
14,435 $1.98 Billion
Q4 2024

Oct 17, 2025
SELL
$138.92 - $149.97 $37,369 - $40,341
-269 Reduced 1.4%
18,887 $2.73 Billion
Q3 2024

Oct 17, 2025
BUY
$126.32 - $140.44 $617,578 - $686,611
4,889 Added 34.27%
19,156 $2.69 Billion
Q2 2024

Oct 30, 2025
BUY
$120.51 - $134.58 $481,557 - $537,781
3,996 Added 28.01%
18,263 $2.45 Billion
Q2 2024

Oct 17, 2025
BUY
$120.51 - $134.58 $83,151 - $92,860
690 Added 3.74%
19,156 $2.69 Billion
Q1 2024

Oct 17, 2025
SELL
$113.2 - $127.12 $21,394 - $24,025
-189 Reduced 1.01%
18,466 $2.35 Billion
Q4 2023

Oct 17, 2025
BUY
$99.76 - $115.49 $437,746 - $506,770
4,388 Added 30.76%
18,655 $2.15 Billion

Others Institutions Holding IWL

# of Institutions
226
Shares Held
8.49M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Legacy Advisory Services, LLC Portfolio

Follow Legacy Advisory Services, 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 Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email