Legacy Wealth Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,182 shares of IWD stock, worth $1.02 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
5,182
Previous 6,178 16.12%
Holding current value
$1.02 Million
Previous $896,000 21.32%
% of portfolio
1.17%
Previous 1.28%

Shares

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

Nov 10, 2022
SELL
$135.99 - $161.15 $135,446 - $160,505
-996 Reduced 16.12%
5,182 $705,000
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $7,071 - $7,672
45 Added 0.73%
6,178 $1.03 Million
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $69,918 - $74,795
-445 Reduced 6.76%
6,133 $1.03 Million
Q3 2021

Nov 22, 2021
BUY
$154.62 - $164.07 $885,817 - $939,957
5,729 Added 674.79%
6,578 $1.03 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $913,804 - $969,653
-5,910 Reduced 87.44%
849 $1.03 Million
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $17,731 - $18,838
-116 Reduced 1.69%
6,759 $1.07 Million
Q1 2021

May 06, 2021
SELL
$134.89 - $153.0 $158,091 - $179,316
-1,172 Reduced 14.56%
6,875 $1.04 Million
Q3 2020

Nov 03, 2020
SELL
$111.27 - $124.26 $125,735 - $140,413
-1,130 Reduced 12.31%
8,047 $951,000
Q2 2020

Aug 17, 2020
BUY
$94.52 - $125.14 $777,521 - $1.03 Million
8,226 Added 864.98%
9,177 $1.03 Million
Q1 2020

May 18, 2020
SELL
$85.17 - $138.52 $735,357 - $1.2 Million
-8,634 Reduced 90.08%
951 $951,000
Q1 2020

May 18, 2020
SELL
$85.17 - $138.52 $48,887 - $79,510
-574 Reduced 5.65%
9,585 $951,000
Q4 2019

Feb 12, 2020
BUY
$123.85 - $136.67 $1.26 Million - $1.39 Million
10,159 New
10,159 $1.39 Million

Others Institutions Holding IWD

# of Institutions
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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