Legacy Wealth Management, Inc Ishares Russell 1000 Val ETF Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 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 $281,473. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,504
Previous 1,504
-0.0%
Holding current value
$281,473
Previous $285,000
2.46%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
285MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.18 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.86 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.73 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.69 Billion3.52% of portfolio