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

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 1,504 shares of IWD stock, worth $304,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,504
Previous 1,527 1.51%
Holding current value
$304,590
Previous $296,000 3.38%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$192.76 - $203.86 $4,433 - $4,688
-23 Reduced 1.51%
1,504 $306,000
Q1 2025

Apr 24, 2025
BUY
$182.82 - $196.21 $4,204 - $4,512
23 Added 1.53%
1,527 $287,000
Q4 2022

Jan 17, 2023
SELL
$136.78 - $158.99 $683 - $794
-5 Reduced 0.33%
1,504 $0
Q3 2022

Oct 12, 2022
BUY
$135.99 - $161.15 $205,208 - $243,175
1,509 New
1,509 $205,000

Others Institutions Holding IWD

# of Institutions
1,974
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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