Legacy Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 16,424 shares of IWM stock, worth $3.9 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
16,424
Holding current value
$3.9 Million
% of portfolio
2.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$214.92 - $244.84 $37,396 - $42,602
174 Added 1.07%
16,424 $3.97 Billion
Q2 2025

Aug 14, 2025
SELL
$174.82 - $215.79 $324,465 - $400,506
-1,856 Reduced 10.25%
16,250 $3.51 Billion
Q1 2025

May 19, 2025
BUY
$198.1 - $229.79 $3.59 Million - $4.16 Million
18,106 New
18,106 $3.61 Billion
Q4 2024

Oct 17, 2025
BUY
$216.13 - $242.4 $332,191 - $372,568
1,537 Added 9.72%
17,347 $3.83 Billion
Q3 2024

Oct 17, 2025
SELL
$200.87 - $224.6 $88,382 - $98,824
-440 Reduced 2.71%
15,810 $3.49 Billion
Q2 2024

Oct 17, 2025
SELL
$192.84 - $209.44 $84,849 - $92,153
-440 Reduced 2.71%
15,810 $3.49 Billion

Others Institutions Holding IWM

# of Institutions
3,028
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

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