My Legacy Advisors, LLC Ishares Russell 2000 ETF Transaction History

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 1,816 shares of IWM stock, worth $373,206. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,816
Previous 1,871 2.94%
Holding current value
$373,206
Previous $413,000 11.86%
% of portfolio
0.14%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$198.1 - $229.79 $10,895 - $12,638
-55 Reduced 2.94%
1,816 $364,000
Q4 2024

Jan 16, 2025
BUY
$216.13 - $242.4 $5,187 - $5,817
24 Added 1.3%
1,871 $413,000
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $14,261 - $15,946
71 Added 4.0%
1,847 $407,000
Q2 2024

Jul 24, 2024
SELL
$192.84 - $209.44 $122,067 - $132,575
-633 Reduced 26.28%
1,776 $360,000
Q1 2024

Jul 25, 2024
SELL
$189.48 - $210.3 $31,643 - $35,120
-167 Reduced 9.4%
1,609 $338,000
Q4 2023

Jan 12, 2024
BUY
$162.21 - $204.82 $390,763 - $493,411
2,409 New
2,409 $483,000
Q4 2022

Feb 07, 2023
SELL
$166.81 - $188.05 $2.78 Million - $3.13 Million
-16,661 Reduced 93.51%
1,157 $201,000
Q3 2022

Oct 17, 2022
SELL
$164.17 - $201.07 $454,422 - $556,561
-2,768 Reduced 13.45%
17,818 $2.97 Million
Q2 2022

Jul 12, 2022
SELL
$163.9 - $207.91 $291,250 - $369,456
-1,777 Reduced 7.95%
20,586 $3.54 Million
Q1 2022

Apr 07, 2022
BUY
$191.52 - $225.32 $4.28 Million - $5.04 Million
22,363 New
22,363 $4.59 Million

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

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