Legacy Wealth Management, Inc Ishares Tr Transaction History

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 773,338 shares of IXUS stock, worth $61 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

773,338

Previous 781,149 1.0%

Holding current value

$61 Million

Previous $54.5 Million 9.63%

% of portfolio

3.72%

Previous 3.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$62.37 - $77.63 $487,172 - $606,367	-7,811 Reduced 1.0%	773,338 $59.8 Million
Q1 2025 Apr 24, 2025	SELL	$65.06 - $72.31 $52,893 - $58,788	-813 Reduced 0.1%	781,149 $54.5 Million
Q4 2024 Jan 21, 2025	BUY	$65.95 - $72.56 $1.62 Million - $1.79 Million	24,608 Added 3.25%	781,962 $51.7 Million
Q3 2024 Oct 24, 2024	BUY	$64.9 - $73.35 $49.2 Million - $55.6 Million	757,354 New	757,354 $55 Million
Q1 2024 Apr 12, 2024	SELL	$62.39 - $67.92 $13,039 - $14,195	-209 Reduced 6.34%	3,087 $209,000
Q4 2023 Jan 23, 2024	BUY	$57.18 - $64.93 $188,465 - $214,009	3,296 New	3,296 $214,000
Q1 2019 Apr 22, 2019	SELL	$51.94 - $58.78 $933,361 - $1.06 Million	-17,970 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	$50.85 - $60.45 $913,774 - $1.09 Million	17,970 New	17,970 $944,000

Others Institutions Holding IXUS

# of Institutions

908

Shares Held

501M

Call Options Held

1.5K

Put Options Held

500

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About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Legacy Wealth Management, Inc Ishares Tr Transaction History