Legacy Financial Strategies, LLC Ishares Russell 2000 ETF Transaction History

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	$166.81 - $188.05 $252,717 - $284,895	1,515 New	1,515 $264,000

Others Institutions Holding IWM

# of Institutions

2,944

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$6.74 Billion
0.63% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$3.97 Billion
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

19.1M
Shares

$3.89 Billion
0.98% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$3.38 Billion
0.6% of portfolio
Black Rock Inc. New York, NY

8.94M
Shares

$1.82 Billion
0.04% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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