A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 98 shares of IWD stock, worth $18,484. This represents 0.01% of its overall portfolio holdings.

Number of Shares
98
Previous 37 164.86%
Holding current value
$18,484
Previous $6,000 200.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 16, 2025

BUY
$182.82 - $196.21 $11,152 - $11,968
61 Added 164.86%
98 $18,000
Q4 2024

Feb 13, 2025

BUY
$183.23 - $199.79 $6,779 - $7,392
37 New
37 $6,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.