Legacy Wealth Planning, LLC Ishares Expanded Tech Software Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,495 shares of IGV stock, worth $268,062. This represents 1.03% of its overall portfolio holdings.

Number of Shares

2,495

Previous 2,637 5.38%

Holding current value

$268,062

Previous $711,000 12.24%

% of portfolio

1.03%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$50.03 - $317.25 $7,104 - $45,049	-142 Reduced 5.38%	2,495 $624,000
Q2 2022 Jul 26, 2022	SELL	$257.24 - $353.96 $1,543 - $2,123	-6 Reduced 0.23%	2,637 $711,000
Q1 2022 May 10, 2022	BUY	$302.28 - $393.09 $110,634 - $143,870	366 Added 16.07%	2,643 $912,000
Q4 2021 Feb 14, 2022	SELL	$384.52 - $446.52 $374,907 - $435,357	-975 Reduced 29.98%	2,277 $905,000
Q3 2021 Nov 22, 2021	SELL	$386.87 - $428.17 $3.37 Million - $3.73 Million	-8,711 Reduced 72.82%	3,252 $1.3 Million

Q3 2021 Nov 12, 2021	BUY	$386.87 - $428.17 $3.5 Million - $3.87 Million	9,044 Added 309.83%	11,963 $1.3 Million
Q2 2021 Aug 16, 2021	BUY	$333.59 - $395.13 $89,402 - $105,894	268 Added 10.11%	2,919 $1.14 Million
Q1 2021 May 06, 2021	BUY	$326.82 - $385.88 $866,399 - $1.02 Million	2,651 New	2,651 $905,000

Others Institutions Holding IGV

# of Institutions

761

Shares Held

56.2M

Call Options Held

3.07M

Put Options Held

6.16M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

Ticker IGV
Sector ETFs
Industry ETFs

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Legacy Wealth Planning, LLC Ishares Expanded Tech Software Transaction History