My Legacy Advisors, LLC Ishares Russell Midcap Value E Transaction History

My Legacy Advisors, LLC

  • $269 Million
  • Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, My Legacy Advisors, LLC holds 9,975 shares of IWS stock, worth $1.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
9,975
Previous 10,565 5.58%
Holding current value
$1.37 Million
Previous $1.32 Million 0.23%
% of portfolio
0.49%
Previous 0.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$110.58 - $132.14 $65,242 - $77,962
-590 Reduced 5.58%
9,975 $1.32 Million
Q1 2025

Apr 15, 2025
SELL
$122.59 - $135.24 $26,969 - $29,752
-220 Reduced 2.04%
10,565 $1.32 Million
Q4 2024

Jan 16, 2025
BUY
$128.08 - $140.32 $68,010 - $74,509
531 Added 5.18%
10,785 $1.39 Million
Q3 2024

Oct 21, 2024
BUY
$119.52 - $132.25 $82,827 - $91,649
693 Added 7.25%
10,254 $1.36 Million
Q2 2024

Jul 24, 2024
BUY
$117.31 - $125.13 $379,967 - $405,296
3,239 Added 51.23%
9,561 $1.15 Million
Q1 2024

Jul 25, 2024
SELL
$112.43 - $125.33 $261,062 - $291,016
-2,322 Reduced 24.29%
7,239 $907,000
Q4 2023

Jan 12, 2024
BUY
$97.63 - $117.08 $56,527 - $67,789
579 Added 10.08%
6,322 $735,000
Q3 2023

Oct 20, 2023
BUY
$103.48 - $114.68 $28,974 - $32,110
280 Added 5.13%
5,743 $599,000
Q2 2023

Jul 14, 2023
BUY
$101.5 - $109.84 $14,108 - $15,267
139 Added 2.61%
5,463 $600,000
Q1 2023

Apr 11, 2023
SELL
$100.22 - $116.23 $2,705 - $3,138
-27 Reduced 0.5%
5,324 $565,000
Q4 2022

Feb 07, 2023
SELL
$96.57 - $111.69 $53,886 - $62,323
-558 Reduced 9.44%
5,351 $563,000
Q3 2022

Oct 17, 2022
BUY
$96.05 - $115.74 $76,071 - $91,666
792 Added 15.48%
5,909 $571,000
Q2 2022

Jul 12, 2022
BUY
$99.42 - $121.64 $508,732 - $622,431
5,117 New
5,117 $525,000

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
94.2M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email