Legacy Wealth Planning, LLC Ishares Expanded Tech Sector E Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,174 shares of IGM stock, worth $150,048. This represents 0.54% of its overall portfolio holdings.

Number of Shares

1,174

Previous 1,099 6.82%

Holding current value

$150,048

Previous $324,000 0.31%

% of portfolio

0.54%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$46.07 - $58.66 $3,455 - $4,399	75 Added 6.82%	1,174 $325,000
Q1 2022 May 10, 2022	BUY	$57.01 - $73.7 $14,252 - $18,425	250 Added 29.45%	1,099 $427,000
Q3 2021 Nov 22, 2021	SELL	$66.83 - $71.86 $1.2 Million - $1.29 Million	-17,892 Reduced 95.47%	849 $343,000
Q3 2021 Nov 12, 2021	BUY	$66.83 - $71.86 $1.2 Million - $1.29 Million	17,892 Added 2107.42%	18,741 $343,000
Q4 2020 Feb 12, 2021	SELL	$50.13 - $58.36 $5,013 - $5,836	-100 Reduced 10.54%	849 $297,000

Q2 2020 Aug 17, 2020	BUY	$33.65 - $46.92 $25,170 - $35,096	748 Added 372.14%	949 $265,000
Q1 2020 May 18, 2020	SELL	$31.48 - $45.08 $23,547 - $33,719	-748 Reduced 78.82%	201 $201,000
Q1 2020 May 18, 2020	BUY	$31.48 - $45.08 $29,874 - $42,780	949 New	949 $201,000

Others Institutions Holding IGM

# of Institutions

556

Shares Held

46.4M

Call Options Held

294K

Put Options Held

20.6K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Ishares Expanded Tech Sector E Transaction History