Legacy Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Legacy Advisory Services, LLC
- $126 Billion
- Q2 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 14,267 shares of IWL stock, worth $2.39 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
14,267
Previous 14,435
1.16%
Holding current value
$2.39 Million
Previous $1.98 Billion
10.13%
% of portfolio
1.73%
Previous 1.67%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
216Shares Held
8.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$116 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$92.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$89.1 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$63.1 Million12.18% of portfolio