Legacy Wealth Planning, LLC Ishares Tr Russell 200 Growth Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 30,279 shares of IWY stock, worth $6.75 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
30,279
Previous 30,561 0.92%
Holding current value
$6.75 Million
Previous $3.83 Million 5.46%
% of portfolio
5.99%
Previous 5.49%

Shares

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

Nov 10, 2022
SELL
N/A
-282 Reduced 0.92%
30,279 $3.62 Million
Q2 2022

Jul 26, 2022
BUY
N/A
15 Added 0.05%
30,561 $3.83 Million
Q1 2022

May 10, 2022
BUY
N/A
2,755 Added 9.91%
30,546 $4.85 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-401 Reduced 1.42%
27,791 $4.82 Million
Q3 2021

Nov 22, 2021
BUY
N/A
25,730 Added 1045.09%
28,192 $4.3 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-25,561 Reduced 91.21%
2,462 $4.3 Million
Q2 2021

Aug 16, 2021
BUY
N/A
800 Added 2.94%
28,023 $4.22 Million
Q1 2021

May 06, 2021
BUY
N/A
180 Added 0.67%
27,223 $3.66 Million
Q4 2020

Feb 12, 2021
BUY
N/A
145 Added 0.54%
27,043 $3.6 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-1,248 Reduced 4.43%
26,898 $3.27 Million
Q2 2020

Aug 17, 2020
BUY
N/A
25,744 Added 1071.77%
28,146 $3 Million
Q1 2020

May 18, 2020
SELL
N/A
-26,117 Reduced 91.58%
2,402 $2.4 Million
Q1 2020

May 18, 2020
SELL
N/A
-2,508 Reduced 8.08%
28,519 $2.4 Million
Q4 2019

Feb 12, 2020
BUY
N/A
31,027 New
31,027 $3 Million

Others Institutions Holding IWY

# of Institutions
462
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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