Legacy Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 56,019 shares of IWM stock, worth $12.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

56,019

Previous 58,497 4.24%

Holding current value

$12.4 Million

Previous $11.7 Million 3.59%

% of portfolio

0.75%

Previous 0.78%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$174.82 - $215.79 $433,203 - $534,727	-2,478 Reduced 4.24%	56,019 $12.1 Million
Q1 2025 Apr 24, 2025	SELL	$198.1 - $229.79 $118,463 - $137,414	-598 Reduced 1.01%	58,497 $11.7 Million
Q4 2024 Jan 21, 2025	SELL	$216.13 - $242.4 $44,522 - $49,934	-206 Reduced 0.35%	59,095 $13.1 Million
Q3 2024 Oct 24, 2024	SELL	$200.87 - $224.6 $4,218 - $4,716	-21 Reduced 0.04%	59,301 $13.1 Million
Q2 2024 Jul 12, 2024	SELL	$192.84 - $209.44 $4,435 - $4,817	-23 Reduced 0.04%	59,322 $12 Million
Q1 2024 Apr 12, 2024	SELL	$189.48 - $210.3 $137,183 - $152,257	-724 Reduced 1.21%	59,345 $12.5 Million
Q4 2023 Jan 23, 2024	SELL	$162.21 - $204.82 $42,174 - $53,253	-260 Reduced 0.43%	60,069 $12.1 Million
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $54,051 - $61,600	-310 Reduced 0.51%	60,329 $10.7 Million
Q2 2023 Jul 17, 2023	SELL	$170.4 - $187.93 $33,568 - $37,022	-197 Reduced 0.32%	60,639 $11.4 Million
Q1 2023 Apr 11, 2023	SELL	$170.25 - $198.32 $34,901 - $40,655	-205 Reduced 0.34%	60,836 $10.9 Million
Q4 2022 Jan 17, 2023	SELL	$166.81 - $188.05 $33,528 - $37,798	-201 Reduced 0.33%	61,041 $0
Q3 2022 Oct 12, 2022	SELL	$164.17 - $201.07 $109,008 - $133,510	-664 Reduced 1.07%	61,242 $10.1 Million
Q2 2022 Jul 22, 2022	SELL	$163.9 - $207.91 $20,651 - $26,196	-126 Reduced 0.2%	61,906 $10.5 Million
Q1 2022 Apr 27, 2022	SELL	$191.52 - $225.32 $58,413 - $68,722	-305 Reduced 0.49%	62,032 $12.7 Million
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $57,060 - $65,248	-269 Reduced 0.43%	62,337 $13.9 Million
Q3 2021 Oct 15, 2021	SELL	$211.73 - $231.39 $308,490 - $337,135	-1,457 Reduced 2.27%	62,606 $13.7 Million
Q2 2021 Jul 14, 2021	SELL	$211.85 - $232.89 $268,413 - $295,071	-1,267 Reduced 1.94%	64,063 $14.7 Million
Q1 2021 Apr 20, 2021	SELL	$193.5 - $234.42 $2.13 Million - $2.59 Million	-11,028 Reduced 14.44%	65,330 $14.4 Million
Q4 2020 Jan 29, 2021	SELL	$152.18 - $199.14 $1.26 Million - $1.65 Million	-8,307 Reduced 9.81%	76,358 $15 Million
Q3 2020 Oct 14, 2020	SELL	$139.07 - $158.46 $399,826 - $455,572	-2,875 Reduced 3.28%	84,665 $12.7 Million
Q2 2020 Jul 28, 2020	SELL	$104.62 - $153.09 $1.25 Million - $1.83 Million	-11,971 Reduced 12.03%	87,540 $12.5 Million
Q1 2020 Apr 09, 2020	SELL	$99.9 - $169.53 $1.32 Million - $2.24 Million	-13,217 Reduced 11.72%	99,511 $11.4 Million
Q4 2019 Jan 30, 2020	SELL	$146.46 - $166.68 $396,467 - $451,202	-2,707 Reduced 2.35%	112,728 $18.7 Million
Q3 2019 Oct 09, 2019	SELL	$144.85 - $157.9 $178,744 - $194,848	-1,234 Reduced 1.06%	115,435 $17.5 Million
Q2 2019 Jul 17, 2019	SELL	$145.86 - $160.71 $290,261 - $319,812	-1,990 Reduced 1.68%	116,669 $18.1 Million
Q1 2019 Apr 22, 2019	SELL	$132.25 - $158.24 $465,520 - $557,004	-3,520 Reduced 2.88%	118,659 $18.2 Million
Q4 2018 Feb 06, 2019	SELL	$125.88 - $166.33 $587,104 - $775,763	-4,664 Reduced 3.68%	122,179 $16.4 Million
Q3 2018 Oct 10, 2018	SELL	$164.2 - $173.02 $3.59 Million - $3.79 Million	-21,891 Reduced 14.72%	126,843 $21.4 Million
Q2 2018 Jul 16, 2018	SELL	$148.13 - $169.97 $865,967 - $993,644	-5,846 Reduced 3.78%	148,734 $24.4 Million
Q1 2018 Apr 20, 2018	SELL	$145.44 - $159.96 $4.69 Million - $5.16 Million	-32,253 Reduced 17.26%	154,580 $23.5 Million
Q4 2017 Jan 18, 2018	SELL	$145.63 - $154.3 $40,048 - $42,432	-275 Reduced 0.15%	186,833 $28.5 Million
Q3 2017 Oct 12, 2017	BUY	$144.61 - $148.18 $27.1 Million - $27.7 Million	187,108	187,108 $27.7 Million

Others Institutions Holding IWM

# of Institutions

2,906

Shares Held

315M

Call Options Held

231M

Put Options Held

546M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Legacy Wealth Management, Inc Ishares Russell 2000 ETF Transaction History