Legacy Wealth Management, LLC / Ms Ishares Russell 2000 ETF Transaction History

Legacy Wealth Management, LLC / Ms

  • $329 Billion
  • Q2 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 1,111 shares of IWM stock, worth $272,261. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,111
Previous 1,962 43.37%
Holding current value
$272,261
Previous $391 Million 38.76%
% of portfolio
0.07%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$174.82 - $215.79 $148,771 - $183,637
-851 Reduced 43.37%
1,111 $240 Million
Q1 2025

Apr 02, 2025
BUY
$198.1 - $229.79 $388,672 - $450,847
1,962 New
1,962 $391 Million
Q3 2024

Dec 12, 2024
BUY
$200.87 - $224.6 $338,465 - $378,451
1,685 New
1,685 $372 Million

Others Institutions Holding IWM

# of Institutions
2,935
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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