Legacy Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 4,716 shares of IWR stock, worth $419,535. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,716

Previous 4,716 -0.0%

Holding current value

$419,535

Previous $416,000 3.61%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$75.37 - $84.09 $7,763 - $8,661	-103 Reduced 2.14%	4,716 $396,000
Q4 2023 Feb 06, 2024	SELL	$64.84 - $78.27 $14,589 - $17,610	-225 Reduced 4.46%	4,819 $374,000
Q3 2023 Nov 13, 2023	SELL	$68.54 - $75.91 $10,760 - $11,917	-157 Reduced 3.02%	5,044 $349,000
Q1 2023 May 03, 2023	SELL	$66.27 - $75.04 $126,244 - $142,951	-1,905 Reduced 26.81%	5,201 $363,000
Q4 2022 Feb 06, 2023	SELL	$62.09 - $71.89 $144,855 - $167,719	-2,333 Reduced 24.72%	7,106 $479,000
Q3 2022 Nov 09, 2022	SELL	$62.15 - $74.82 $50,527 - $60,828	-813 Reduced 7.93%	9,439 $587,000
Q2 2022 Aug 08, 2022	BUY	$62.75 - $78.76 $47,250 - $59,306	753 Added 7.93%	10,252 $663,000
Q4 2021 Feb 04, 2022	SELL	$78.41 - $85.28 $1,568 - $1,705	-20 Reduced 0.21%	9,499 $789,000
Q3 2021 Oct 26, 2021	BUY	$76.44 - $82.59 $152,956 - $165,262	2,001 Added 26.62%	9,519 $745,000
Q4 2020 Feb 02, 2021	SELL	$57.75 - $68.61 $103,776 - $123,292	-1,797 Reduced 19.29%	7,518 $515,000
Q3 2020 Nov 09, 2020	BUY	$53.47 - $60.19 $498,073 - $560,669	9,315 New	9,315 $534,000
Q1 2020 May 12, 2020	SELL	$36.81 - $61.96 $336,296 - $566,066	-9,136 Closed	0 $0
Q4 2018 Jan 16, 2019	BUY	$43.7 - $54.95 $299,432 - $376,517	6,852 Added 300.0%	9,136 $425,000
Q4 2017 Feb 09, 2018	BUY	$49.53 - $52.32 $113,126 - $119,498	2,284	2,284 $475,000

Others Institutions Holding IWR

# of Institutions

1,538

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Legacy Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History