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 1,847 shares of IWM stock, worth $425,401. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,776 4.0%
Holding current value
$425,401
Previous $360,000 13.06%
% of portfolio
0.16%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, 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 My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

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