Legacy Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History

Legacy Wealth Management, Inc

$1.5 Billion
Q1 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 758,328 shares of IWB stock, worth $246 Million. This represents 15.5% of its overall portfolio holdings.

Number of Shares

758,328

Previous 777,699 2.49%

Holding current value

$246 Million

Previous $251 Million 7.16%

% of portfolio

15.5%

Previous 16.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$302.31 - $337.54 $5.86 Million - $6.54 Million	-19,371 Reduced 2.49%	758,328 $233 Million
Q4 2024 Jan 21, 2025	SELL	$311.11 - $335.64 $1.21 Million - $1.31 Million	-3,897 Reduced 0.5%	777,699 $251 Million
Q3 2024 Oct 24, 2024	SELL	$283.28 - $314.39 $1.54 Million - $1.7 Million	-5,423 Reduced 0.69%	781,596 $246 Million
Q2 2024 Jul 12, 2024	SELL	$272.21 - $298.72 $482,628 - $529,630	-1,773 Reduced 0.22%	787,019 $234 Million
Q1 2024 Apr 12, 2024	SELL	$257.46 - $288.1 $2.2 Million - $2.46 Million	-8,529 Reduced 1.07%	788,792 $227 Million
Q4 2023 Jan 23, 2024	SELL	$225.16 - $263.17 $1.37 Million - $1.6 Million	-6,077 Reduced 0.76%	797,321 $209 Million
Q3 2023 Oct 24, 2023	SELL	$234.05 - $252.17 $1.61 Million - $1.73 Million	-6,869 Reduced 0.85%	803,398 $189 Million
Q2 2023 Jul 17, 2023	SELL	$221.85 - $243.74 $992,778 - $1.09 Million	-4,475 Reduced 0.55%	810,267 $197 Million
Q1 2023 Apr 11, 2023	SELL	$208.78 - $230.55 $1.79 Million - $1.97 Million	-8,550 Reduced 1.04%	814,742 $184 Million
Q4 2022 Jan 17, 2023	SELL	$196.94 - $224.49 $2.36 Million - $2.69 Million	-11,990 Reduced 1.44%	823,292 $0
Q3 2022 Oct 12, 2022	SELL	$197.33 - $237.63 $1.81 Million - $2.18 Million	-9,187 Reduced 1.09%	835,282 $165 Million
Q2 2022 Jul 22, 2022	SELL	$201.03 - $253.2 $1.81 Million - $2.28 Million	-9,020 Reduced 1.06%	844,469 $175 Million
Q1 2022 Apr 27, 2022	SELL	$230.48 - $266.11 $6.89 Million - $7.95 Million	-29,885 Reduced 3.38%	853,489 $213 Million
Q4 2021 Jan 19, 2022	SELL	$241.33 - $266.02 $4.78 Million - $5.27 Million	-19,814 Reduced 2.19%	883,374 $234 Million
Q3 2021 Oct 15, 2021	SELL	$239.32 - $255.42 $4.57 Million - $4.88 Million	-19,113 Reduced 2.07%	903,188 $218 Million
Q2 2021 Jul 14, 2021	SELL	$226.48 - $242.11 $5.98 Million - $6.4 Million	-26,423 Reduced 2.79%	922,301 $223 Million
Q1 2021 Apr 20, 2021	SELL	$208.89 - $225.24 $19.2 Million - $20.7 Million	-91,721 Reduced 8.82%	948,724 $212 Million
Q4 2020 Jan 29, 2021	SELL	$182.85 - $211.84 $3.84 Million - $4.45 Million	-20,997 Reduced 1.98%	1,040,445 $220 Million
Q3 2020 Oct 14, 2020	SELL	$172.79 - $199.44 $1.87 Million - $2.16 Million	-10,827 Reduced 1.01%	1,061,442 $199 Million
Q2 2020 Jul 28, 2020	SELL	$135.3 - $179.75 $6.91 Million - $9.18 Million	-51,087 Reduced 4.55%	1,072,269 $184 Million
Q1 2020 Apr 09, 2020	SELL	$122.99 - $188.06 $1.88 Million - $2.88 Million	-15,326 Reduced 1.35%	1,123,356 $159 Million
Q4 2019 Jan 30, 2020	SELL	$159.7 - $178.97 $3.81 Million - $4.27 Million	-23,861 Reduced 2.05%	1,138,682 $203 Million
Q3 2019 Oct 09, 2019	SELL	$163.68 - $167.08 $2.02 Million - $2.07 Million	-12,366 Reduced 1.05%	1,162,543 $191 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-13,523 Reduced 1.14%	1,174,909 $191 Million
Q1 2019 Apr 22, 2019	SELL	N/A	-45,616 Reduced 3.7%	1,188,432 $187 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-90,088 Reduced 6.8%	1,234,048 $171 Million
Q3 2018 Oct 10, 2018	SELL	N/A	-48,023 Reduced 3.5%	1,324,136 $214 Million
Q2 2018 Jul 16, 2018	SELL	N/A	-67,942 Reduced 4.72%	1,372,159 $209 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-357,788 Reduced 19.9%	1,440,101 $211 Million
Q4 2017 Jan 18, 2018	SELL	N/A	-26,358 Reduced 1.44%	1,797,889 $267 Million
Q3 2017 Oct 12, 2017	BUY	N/A	1,824,247	1,824,247 $255 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

Legacy Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History