Legacy Trust Ishares Russell 3000 ETF Transaction History

Legacy Trust

$415 Billion
Q1 2025

A detailed history of Legacy Trust transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Legacy Trust holds 20,894 shares of IWV stock, worth $6.54 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

20,894

Previous 20,928 0.16%

Holding current value

$6.54 Million

Previous $7 Billion 5.12%

% of portfolio

1.6%

Previous 1.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$313.1 - $349.83 $10,645 - $11,894	-34 Reduced 0.16%	20,894 $6.64 Billion
Q4 2024 Jan 23, 2025	SELL	$323.08 - $349.08 $60,415 - $65,277	-187 Reduced 0.89%	20,928 $7 Billion
Q3 2024 Oct 29, 2024	SELL	$294.75 - $326.73 $52,170 - $57,831	-177 Reduced 0.83%	21,115 $6.9 Billion
Q2 2024 Jul 16, 2024	BUY	$283.16 - $309.9 $14,441 - $15,804	51 Added 0.24%	21,292 $6.57 Billion
Q1 2024 Apr 23, 2024	SELL	$268.36 - $300.08 $343,769 - $384,402	-1,281 Reduced 5.69%	21,241 $6.37 Billion
Q4 2023 Jan 24, 2024	BUY	$234.36 - $274.87 $86,010 - $100,877	367 Added 1.66%	22,522 $6.17 Billion
Q3 2023 Oct 16, 2023	SELL	$243.9 - $263.56 $87,316 - $94,354	-358 Reduced 1.59%	22,155 $5.43 Billion
Q2 2023 Aug 08, 2023	SELL	$231.57 - $254.48 $222,307 - $244,300	-960 Reduced 4.09%	22,513 $5.73 Billion
Q1 2023 Apr 19, 2023	BUY	$218.83 - $242.18 $43,766 - $48,436	200 Added 0.86%	23,473 $5.53 Billion
Q4 2022 Apr 03, 2023	BUY	$206.89 - $235.47 $4.81 Million - $5.48 Million	23,273 New	23,273 $5.14 Billion

Others Institutions Holding IWV

# of Institutions

920

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

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.

Account