Legacy Wealth Management, Inc Ishares Russell 1000 Val ETF Transaction History
Legacy Wealth Management, Inc
- $1.54 Billion
- Q3 2024
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 $287,985. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,504
Previous 1,504
-0.0%
Holding current value
$287,985
Previous $262,000
8.78%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,729Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.45 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.1 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.92 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.79 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.64 Billion0.13% of portfolio