Legacy Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History

Legacy Advisory Services, LLC

$133 Billion
Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 67,461 shares of IWX stock, worth $6.02 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares

67,461

Previous 65,627 2.79%

Holding current value

$6.02 Million

Previous $4.91 Billion 20.74%

% of portfolio

4.46%

Previous 4.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$83.04 - $87.88 $152,295 - $161,171	1,834 Added 2.79%	67,461 $5.93 Billion
Q2 2025 Aug 14, 2025	SELL	$73.26 - $84.19 $117,875 - $135,461	-1,609 Reduced 2.34%	67,162 $5.65 Billion
Q1 2025 May 19, 2025	BUY	$78.54 - $84.86 $5.4 Million - $5.84 Million	68,771 New	68,771 $5.65 Billion
Q4 2024 Oct 17, 2025	SELL	$78.25 - $85.17 $2,347 - $2,555	-30 Reduced 0.04%	67,539 $5.34 Billion
Q3 2024 Oct 17, 2025	BUY	$74.49 - $81.27 $30,317 - $33,076	407 Added 0.61%	67,569 $5.49 Billion

Q2 2024 Oct 30, 2025	SELL	$72.57 - $76.65 $111,394 - $117,657	-1,535 Reduced 2.29%	65,627 $4.91 Billion
Q2 2024 Oct 17, 2025	BUY	$72.57 - $76.65 $59,579 - $62,929	821 Added 1.23%	67,569 $5.49 Billion
Q1 2024 Oct 17, 2025	SELL	$69.24 - $76.32 $959,943 - $1.06 Million	-13,864 Reduced 17.2%	66,748 $5.09 Billion
Q4 2023 Oct 17, 2025	BUY	$62.27 - $70.35 $837,531 - $946,207	13,450 Added 20.03%	80,612 $5.66 Billion

Others Institutions Holding IWX

# of Institutions

237

Shares Held

45.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Legacy Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History