Legacy Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Legacy Advisors, LLC

  • $821 Million
  • Q2 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Advisors, LLC holds 233,442 shares of IWR stock, worth $20.7 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
233,442
Previous 228,489 2.17%
Holding current value
$20.7 Million
Previous $19.2 Million 1.49%
% of portfolio
2.31%
Previous 2.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$78.66 - $83.59 $389,602 - $414,021
4,953 Added 2.17%
233,442 $18.9 Million
Q1 2024

Apr 30, 2024
SELL
$75.37 - $84.09 $150,740 - $168,180
-2,000 Reduced 0.87%
228,489 $19.2 Million
Q4 2023

Feb 12, 2024
BUY
$64.84 - $78.27 $3.3 Million - $3.99 Million
50,958 Added 28.38%
230,489 $17.9 Million
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $5.29 Million - $5.86 Million
77,194 Added 75.43%
179,531 $12.4 Million
Q2 2023

Jul 20, 2023
BUY
$67.49 - $73.03 $6.32 Million - $6.84 Million
93,667 Added 1080.36%
102,337 $7.47 Million
Q1 2023

May 01, 2023
SELL
$66.27 - $75.04 $11,928 - $13,507
-180 Reduced 2.03%
8,670 $606,000
Q4 2022

Feb 01, 2023
SELL
$62.09 - $71.89 $12,728 - $14,737
-205 Reduced 2.26%
8,850 $596,000
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $17,526 - $21,099
-282 Reduced 3.02%
9,055 $563,000
Q2 2022

Jul 25, 2022
SELL
$62.75 - $78.76 $15,499 - $19,453
-247 Reduced 2.58%
9,337 $604,000
Q1 2022

May 11, 2022
BUY
$72.29 - $82.89 $316,341 - $362,726
4,376 Added 84.02%
9,584 $748,000
Q3 2021

Oct 13, 2021
SELL
$76.44 - $82.59 $6,803 - $7,350
-89 Reduced 1.68%
5,208 $407,000
Q1 2021

Apr 12, 2021
SELL
$67.45 - $75.68 $34,399 - $38,596
-510 Reduced 8.78%
5,297 $392,000
Q1 2020

Apr 15, 2020
SELL
$36.81 - $61.96 $3,570 - $6,010
-97 Reduced 1.64%
5,807 $251,000
Q1 2019

Apr 08, 2019
SELL
$45.53 - $54.18 $72,529 - $86,308
-1,593 Reduced 21.25%
5,904 $319,000
Q4 2018

Jan 14, 2019
BUY
$43.7 - $54.95 $315,514 - $396,739
7,220 Added 2606.5%
7,497 $348,000
Q1 2018

Apr 17, 2018
BUY
$49.67 - $55.0 $13,758 - $15,235
277 New
277 $57,000

Others Institutions Holding IWR

# of Institutions
1,358
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
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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