Legacy Wealth Management, LLC / Ms Ishares Russell Mid Cap ETF Transaction History

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 3,273 shares of IWR stock, worth $309,691. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,273
Previous 4,281 23.55%
Holding current value
$309,691
Previous $394 Million 19.74%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$92.26 - $97.51 $92,998 - $98,290
-1,008 Reduced 23.55%
3,273 $316 Million
Q2 2025

Jul 01, 2025
SELL
$74.88 - $91.97 $491,587 - $603,783
-6,565 Reduced 60.53%
4,281 $394 Million
Q1 2025

Apr 02, 2025
BUY
$82.81 - $92.93 $544,724 - $611,293
6,578 Added 154.12%
10,846 $923 Million
Q4 2024

Jan 06, 2025
SELL
$87.25 - $95.52 $389,309 - $426,210
-4,462 Reduced 51.11%
4,268 $377 Million
Q3 2024

Dec 12, 2024
BUY
$79.92 - $88.19 $697,701 - $769,898
8,730 New
8,730 $769 Million

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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