Legacy Wealth Planning, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 8,641 shares of IWF stock, worth $3.85 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

8,641

Previous 9,670 10.64%

Holding current value

$3.85 Million

Previous $2.12 Million 14.04%

% of portfolio

3.01%

Previous 3.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$210.4 - $257.47 $216,501 - $264,936	-1,029 Reduced 10.64%	8,641 $1.82 Million
Q1 2022 May 10, 2022	SELL	$246.62 - $307.78 $72,999 - $91,102	-296 Reduced 2.97%	9,670 $2.69 Million
Q4 2021 Feb 14, 2022	SELL	$270.99 - $309.52 $68,018 - $77,689	-251 Reduced 2.46%	9,966 $3.05 Million
Q3 2021 Nov 22, 2021	BUY	$272.07 - $292.68 $1.89 Million - $2.04 Million	6,965 Added 214.18%	10,217 $2.8 Million
Q3 2021 Nov 12, 2021	SELL	$272.07 - $292.68 $1.96 Million - $2.11 Million	-7,211 Reduced 68.92%	3,252 $2.8 Million
Q2 2021 Aug 16, 2021	SELL	$244.58 - $272.16 $17,854 - $19,867	-73 Reduced 0.69%	10,463 $2.84 Million
Q1 2021 May 06, 2021	SELL	$230.04 - $254.69 $248,213 - $274,810	-1,079 Reduced 9.29%	10,536 $2.56 Million
Q4 2020 Feb 12, 2021	SELL	$209.58 - $241.25 $57,215 - $65,861	-273 Reduced 2.3%	11,615 $2.8 Million
Q3 2020 Nov 03, 2020	SELL	$194.64 - $233.83 $209,627 - $251,834	-1,077 Reduced 8.31%	11,888 $2.58 Million
Q2 2020 Aug 17, 2020	BUY	$144.16 - $193.61 $1.56 Million - $2.09 Million	10,819 Added 504.15%	12,965 $2.49 Million
Q1 2020 May 18, 2020	SELL	$131.63 - $192.29 $1.59 Million - $2.33 Million	-12,101 Reduced 84.94%	2,146 $2.15 Million
Q1 2020 May 18, 2020	SELL	$131.63 - $192.29 $176,120 - $257,284	-1,338 Reduced 8.59%	14,247 $2.15 Million
Q4 2019 Feb 12, 2020	BUY	$155.29 - $176.84 $2.42 Million - $2.76 Million	15,585 New	15,585 $2.74 Million

Others Institutions Holding IWF

# of Institutions

2,509

Shares Held

226M

Call Options Held

354K

Put Options Held

85.6K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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