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 $6.92 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
30,279
Previous 30,561 0.92%
Holding current value
$6.92 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
$119.49 - $146.95 $33,696 - $41,439
-282 Reduced 0.92%
30,279 $3.62 Million
Q2 2022

Jul 26, 2022

BUY
$120.18 - $161.96 $1,802 - $2,429
15 Added 0.05%
30,561 $3.83 Million
Q1 2022

May 10, 2022

BUY
$141.01 - $175.1 $388,482 - $482,400
2,755 Added 9.91%
30,546 $4.85 Million
Q4 2021

Feb 14, 2022

SELL
$150.99 - $175.61 $60,546 - $70,419
-401 Reduced 1.42%
27,791 $4.82 Million
Q3 2021

Nov 22, 2021

BUY
$151.1 - $163.27 $3.89 Million - $4.2 Million
25,730 Added 1045.09%
28,192 $4.3 Million
Q3 2021

Nov 12, 2021

SELL
$151.1 - $163.27 $3.86 Million - $4.17 Million
-25,561 Reduced 91.21%
2,462 $4.3 Million
Q2 2021

Aug 16, 2021

BUY
$136.12 - $150.82 $108,896 - $120,656
800 Added 2.94%
28,023 $4.22 Million
Q1 2021

May 06, 2021

BUY
$127.24 - $139.47 $22,903 - $25,104
180 Added 0.67%
27,223 $3.66 Million
Q4 2020

Feb 12, 2021

BUY
$116.6 - $133.06 $16,907 - $19,293
145 Added 0.54%
27,043 $3.6 Million
Q3 2020

Nov 03, 2020

SELL
$108.23 - $131.63 $135,071 - $164,274
-1,248 Reduced 4.43%
26,898 $3.27 Million
Q2 2020

Aug 17, 2020

BUY
$80.54 - $107.61 $2.07 Million - $2.77 Million
25,744 Added 1071.77%
28,146 $3 Million
Q1 2020

May 18, 2020

SELL
$73.46 - $106.09 $1.92 Million - $2.77 Million
-26,117 Reduced 91.58%
2,402 $2.4 Million
Q1 2020

May 18, 2020

SELL
$73.46 - $106.09 $184,237 - $266,073
-2,508 Reduced 8.08%
28,519 $2.4 Million
Q4 2019

Feb 12, 2020

BUY
$84.75 - $97.05 $2.63 Million - $3.01 Million
31,027 New
31,027 $3 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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