Legacy Financial Advisors, Inc. Ishares Russell 3000 ETF Transaction History

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 849 shares of IWV stock, worth $307,380. This represents 0.05% of its overall portfolio holdings.

Number of Shares
849
Previous 872 2.64%
Holding current value
$307,380
Previous $291,000 7.56%
% of portfolio
0.05%
Previous 0.06%

Shares

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

May 14, 2025
SELL
$313.1 - $349.83 $7,201 - $8,046
-23 Reduced 2.64%
849 $269,000
Q4 2024

Feb 13, 2025
SELL
$323.08 - $349.08 $193,848 - $209,448
-600 Reduced 40.76%
872 $291,000
Q3 2024

Nov 13, 2024
SELL
$294.75 - $326.73 $17,390 - $19,277
-59 Reduced 3.85%
1,472 $480,000
Q1 2024

May 14, 2024
SELL
$268.36 - $300.08 $75,677 - $84,622
-282 Reduced 15.55%
1,531 $459,000
Q4 2023

Feb 06, 2024
SELL
$234.36 - $274.87 $4,921 - $5,772
-21 Reduced 1.15%
1,813 $496,000
Q3 2023

Nov 13, 2023
SELL
$243.9 - $263.56 $129,267 - $139,686
-530 Reduced 22.42%
1,834 $449,000
Q2 2023

Aug 08, 2023
SELL
$231.57 - $254.48 $17,830 - $19,594
-77 Reduced 3.15%
2,364 $601,000
Q1 2023

May 03, 2023
SELL
$218.83 - $242.18 $57,114 - $63,208
-261 Reduced 9.66%
2,441 $574,000
Q4 2022

Feb 06, 2023
SELL
$206.89 - $235.47 $933,487 - $1.06 Million
-4,512 Reduced 62.55%
2,702 $596,000
Q3 2022

Nov 09, 2022
SELL
$207.04 - $249.4 $5,383 - $6,484
-26 Reduced 0.36%
7,214 $1.49 Million
Q2 2022

Aug 08, 2022
BUY
$210.65 - $265.31 $813,109 - $1.02 Million
3,860 Added 114.2%
7,240 $1.57 Million
Q1 2022

May 04, 2022
BUY
$242.02 - $279.09 $42,837 - $49,398
177 Added 5.53%
3,380 $887,000
Q4 2021

Feb 04, 2022
SELL
$254.66 - $279.11 $33,869 - $37,121
-133 Reduced 3.99%
3,203 $889,000
Q3 2021

Oct 26, 2021
SELL
$251.89 - $269.0 $107,808 - $115,132
-428 Reduced 11.37%
3,336 $850,000
Q2 2021

Jul 21, 2021
SELL
$240.32 - $256.01 $39,652 - $42,241
-165 Reduced 4.2%
3,764 $963,000
Q1 2021

Apr 28, 2021
SELL
$220.59 - $239.53 $21,176 - $22,994
-96 Reduced 2.39%
3,929 $932,000
Q4 2020

Feb 02, 2021
SELL
$191.94 - $223.55 $12,476 - $14,530
-65 Reduced 1.59%
4,025 $900,000
Q3 2020

Nov 09, 2020
BUY
$180.98 - $208.68 $740,208 - $853,501
4,090 New
4,090 $800,000
Q1 2019

May 14, 2019
SELL
N/A
0 Closed
0 $0
Q4 2018

Jan 16, 2019
BUY
N/A
0 New
0 $0
Q3 2018

Oct 30, 2018
SELL
N/A
-4,960 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
4,960
4,960 $784,000

Others Institutions Holding IWV

# of Institutions
909
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. 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 Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email