Legacy Capital Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,141 shares of IWP stock, worth $866,131. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,141
Previous 7,083 0.82%
Holding current value
$866,131
Previous $897,000 6.58%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$114.9 - $139.6 $6,664 - $8,096
58 Added 0.82%
7,141 $838,000
Q4 2024

Jan 30, 2025
BUY
$116.4 - $138.52 $824,461 - $981,137
7,083 New
7,083 $897,000

Others Institutions Holding IWP

# of Institutions
1,215
Shares Held
117M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, 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 Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email