Legacy Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History
Legacy Wealth Management, Inc
- $1.61 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 728,850 shares of IWB stock, worth $248 Million. This represents 15.4% of its overall portfolio holdings.
Number of Shares
728,850
Previous 758,328
3.89%
Holding current value
$248 Million
Previous $233 Million
6.4%
% of portfolio
15.4%
Previous 15.5%
Shares
32 transactions
Others Institutions Holding IWB
# of Institutions
1,509Shares Held
98MCall Options Held
66.9KPut Options Held
199K-
Jones Financial Companies Lllp10.2MShares$3.49 Billion2.83% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.52 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.41 Billion0.11% of portfolio
-
M&T Bank Corp2.81MShares$957 Million3.19% of portfolio
-
Northern Trust Corp Chicago, IL2.72MShares$925 Million0.13% of portfolio