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

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 10,846 shares of IWR stock, worth $917,896. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,846
Previous 4,268 154.12%
Holding current value
$917,896
Previous $377 Million 144.53%
% of portfolio
0.3%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$82.81 - $92.93 $544,724 - $611,293
6,578 Added 154.12%
10,846 $923 Million
Q4 2024

Jan 06, 2025
SELL
$87.25 - $95.52 $389,309 - $426,210
-4,462 Reduced 51.11%
4,268 $377 Million
Q3 2024

Dec 12, 2024
BUY
$79.92 - $88.19 $697,701 - $769,898
8,730 New
8,730 $769 Million

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
369M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email