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 $114,594. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,174
Previous 1,099 6.82%
Holding current value
$114,594
Previous $324,000 0.31%
% of portfolio
0.54%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
N/A
75 Added 6.82%
1,174 $325,000
Q1 2022

May 10, 2022

BUY
N/A
250 Added 29.45%
1,099 $427,000
Q3 2021

Nov 22, 2021

SELL
N/A
-17,892 Reduced 95.47%
849 $343,000
Q3 2021

Nov 12, 2021

BUY
N/A
17,892 Added 2107.42%
18,741 $343,000
Q4 2020

Feb 12, 2021

SELL
N/A
-100 Reduced 10.54%
849 $297,000
Q2 2020

Aug 17, 2020

BUY
N/A
748 Added 372.14%
949 $265,000
Q1 2020

May 18, 2020

SELL
N/A
-748 Reduced 78.82%
201 $201,000
Q1 2020

May 18, 2020

BUY
N/A
949 New
949 $201,000

Others Institutions Holding IGM

About ISHARES EXPANDED TECH SECTOR E


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

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC 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 Planning, LLC, based on Form 13F filings with the SEC.

News

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