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 $900,579. This represents 1.17% of its overall portfolio holdings.

Number of Shares

5,182

Previous 6,178 16.12%

Holding current value

$900,579

Previous $896,000 21.32%

% of portfolio

1.17%

Previous 1.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	N/A	-996 Reduced 16.12%	5,182 $705,000
Q1 2022 May 10, 2022	BUY	N/A	45 Added 0.73%	6,178 $1.03 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-445 Reduced 6.76%	6,133 $1.03 Million
Q3 2021 Nov 22, 2021	BUY	N/A	5,729 Added 674.79%	6,578 $1.03 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-5,910 Reduced 87.44%	849 $1.03 Million

Q2 2021 Aug 16, 2021	SELL	N/A	-116 Reduced 1.69%	6,759 $1.07 Million
Q1 2021 May 06, 2021	SELL	N/A	-1,172 Reduced 14.56%	6,875 $1.04 Million
Q3 2020 Nov 03, 2020	SELL	N/A	-1,130 Reduced 12.31%	8,047 $951,000
Q2 2020 Aug 17, 2020	BUY	N/A	8,226 Added 864.98%	9,177 $1.03 Million
Q1 2020 May 18, 2020	SELL	N/A	-8,634 Reduced 90.08%	951 $951,000
Q1 2020 May 18, 2020	SELL	N/A	-574 Reduced 5.65%	9,585 $951,000
Q4 2019 Feb 12, 2020	BUY	N/A	10,159 New	10,159 $1.39 Million

Others Institutions Holding IWD

# of Institutions

1,635

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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