Legacy Wealth Managment, Llc/Id Ishares Tr Russell 200 ETF Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 55 shares of IWL stock, worth $9,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$9,125
Previous $7,000
14.29%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio