Legacy Wealth Planning, LLC Ishares Russell 2000 ETF Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 6,489 shares of IWM stock, worth $1.54 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,489
Previous 1,257 416.23%
Holding current value
$1.54 Million
Previous $213,000 53.05%
% of portfolio
0.54%
Previous 0.31%

Shares

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

Nov 10, 2022
BUY
$164.17 - $201.07 $858,937 - $1.05 Million
5,232 Added 416.23%
6,489 $326,000
Q2 2022

Jul 26, 2022
BUY
$163.9 - $207.91 $24,748 - $31,394
151 Added 13.65%
1,257 $213,000
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $14,364 - $16,899
75 Added 7.27%
1,106 $227,000
Q4 2021

Feb 14, 2022
SELL
$212.12 - $242.56 $13,999 - $16,008
-66 Reduced 6.02%
1,031 $229,000
Q3 2021

Nov 22, 2021
SELL
$211.73 - $231.39 $2.81 Million - $3.07 Million
-13,281 Reduced 92.37%
1,097 $240,000
Q3 2021

Nov 12, 2021
BUY
$211.73 - $231.39 $2.81 Million - $3.07 Million
13,281 Added 1210.67%
14,378 $240,000
Q2 2021

Aug 16, 2021
BUY
$211.85 - $232.89 $2,118 - $2,328
10 Added 0.92%
1,097 $252,000
Q1 2021

May 06, 2021
SELL
$193.5 - $234.42 $42,957 - $52,041
-222 Reduced 16.96%
1,087 $240,000
Q4 2020

Feb 12, 2021
BUY
$152.18 - $199.14 $199,203 - $260,674
1,309 New
1,309 $257,000
Q2 2020

Aug 17, 2020
SELL
$104.62 - $153.09 $29,188 - $42,712
-279 Closed
0 $0
Q1 2020

May 18, 2020
SELL
$99.9 - $169.53 $215,584 - $365,845
-2,158 Reduced 88.55%
279 $279,000
Q1 2020

May 18, 2020
SELL
$99.9 - $169.53 $533,066 - $904,612
-5,336 Reduced 68.65%
2,437 $279,000
Q4 2019

Feb 12, 2020
BUY
$146.46 - $166.68 $1.14 Million - $1.3 Million
7,773 New
7,773 $1.29 Million

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email