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 $972,920. This represents 1.17% of its overall portfolio holdings.
Number of Shares
5,182
Previous 6,178
16.12%
Holding current value
$972,920
Previous $896,000
21.32%
% of portfolio
1.17%
Previous 1.28%
Shares
12 transactions
Others Institutions Holding IWD
# of Institutions
1,670Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio