Legacy Wealth Management, LLC / Ms Ishares S&P 500 Growth ETF Transaction History

Legacy Wealth Management, LLC / Ms

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Dec 12, 2024	SELL	$68.33 - $84.32 $231,980 - $286,266	-3,395 Closed	0 $0
Q4 2021 Dec 12, 2024	SELL	$73.18 - $84.81 $2.26 Million - $2.62 Million	-30,930 Reduced 90.11%	3,395 $284 Million
Q3 2021 Dec 12, 2024	SELL	$72.99 - $79.0 $58,027 - $62,805	-795 Reduced 2.26%	34,325 $2.54 Billion
Q2 2021 Dec 12, 2024	SELL	$65.96 - $72.81 $178,619 - $197,169	-2,708 Reduced 7.16%	35,120 $2.55 Billion
Q1 2021 Dec 12, 2024	SELL	$61.43 - $67.25 $614 - $672	-10 Reduced 0.03%	37,828 $2.46 Billion
Q4 2020 Dec 12, 2024	BUY	$56.17 - $63.82 $1.62 Million - $1.84 Million	28,788 Added 318.1%	37,838 $2.41 Billion
Q2 2020 Dec 12, 2024	BUY	$39.5 - $52.48 $61,225 - $81,344	1,550 Added 20.67%	9,050 $1.88 Billion
Q4 2019 Dec 12, 2024	BUY	$43.72 - $48.62 $327,900 - $364,650	7,500 New	7,500 $1.45 Billion

1,820

417M

355K

454K

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