A detailed history of Legacy Trust transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Trust holds 30,105 shares of IWM stock, worth $6.68 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
30,105
Previous 29,915 0.64%
Holding current value
$6.68 Million
Previous $6.07 Billion 9.56%
% of portfolio
1.53%
Previous 1.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$200.87 - $224.6 $38,165 - $42,674
190 Added 0.64%
30,105 $6.65 Billion
Q2 2024

Jul 16, 2024

SELL
$192.84 - $209.44 $3,856 - $4,188
-20 Reduced 0.07%
29,915 $6.07 Billion
Q1 2024

Apr 23, 2024

SELL
$189.48 - $210.3 $180,953 - $200,836
-955 Reduced 3.09%
29,935 $6.3 Billion
Q4 2023

Jan 24, 2024

BUY
$162.21 - $204.82 $88,728 - $112,036
547 Added 1.8%
30,890 $6.2 Billion
Q3 2023

Oct 16, 2023

SELL
$174.36 - $198.71 $60,154 - $68,554
-345 Reduced 1.12%
30,343 $5.36 Billion
Q2 2023

Aug 08, 2023

SELL
$170.4 - $187.93 $95,594 - $105,428
-561 Reduced 1.8%
30,688 $5.75 Billion
Q1 2023

Apr 19, 2023

BUY
$170.25 - $198.32 $61,290 - $71,395
360 Added 1.17%
31,249 $5.57 Billion
Q4 2022

Apr 03, 2023

BUY
$166.81 - $188.05 $5.15 Million - $5.81 Million
30,889 New
30,889 $5.39 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Legacy Trust Portfolio

Follow Legacy Trust 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 Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.