Legacy Wealth Managment, Llc/Id Ishares Russell 1000 Val ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

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 35 shares of IWD stock, worth $6,848. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 98 64.29%
Holding current value
$6,848
Previous $18,000 66.67%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 06, 2025
SELL
$166.82 - $194.23 $10,509 - $12,236
-63 Reduced 64.29%
35 $6,000
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

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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