My Legacy Advisors, LLC Ishares Russell 2000 ETF Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

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 1,871 shares of IWM stock, worth $375,041. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,871

Previous 1,847 1.3%

Holding current value

$375,041

Previous $407,000 1.47%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,946

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

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

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

My Legacy Advisors, LLC Ishares Russell 2000 ETF Transaction History