Legacy Capital Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,450 shares of IWM stock, worth $328,396. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,450

Previous 1,280 13.28%

Holding current value

$328,396

Previous $282,000 13.48%

% of portfolio

0.07%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$216.13 - $242.4 $36,742 - $41,208	170 Added 13.28%	1,450 $320,000
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $257,113 - $287,488	1,280 New	1,280 $282,000
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $1,297 - $1,638	8 Added 0.36%	2,245 $450,000
Q3 2023 Oct 16, 2023	BUY	$174.36 - $198.71 $390,043 - $444,514	2,237 New	2,237 $395,000
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $162,759 - $189,593	956 Added 74.75%	2,235 $398,000
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $1,149 - $1,407	-7 Reduced 0.54%	1,279 $211,000
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $210,775 - $267,372	1,286 New	1,286 $218,000
Q4 2021 Feb 14, 2022	SELL	$212.12 - $242.56 $143,181 - $163,728	-675 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $142,917 - $156,188	675 New	675 $304,000

Others Institutions Holding IWM

# of Institutions

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Legacy Capital Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History