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 $112,962. This represents 0.54% of its overall portfolio holdings.

Number of Shares

1,174

Previous 1,099 6.82%

Holding current value

$112,962

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

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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