Legacy Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 4,716 shares of IWR stock, worth $403,406. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,716
Previous 4,716 -0.0%
Holding current value
$403,406
Previous $415,000 0.24%
% of portfolio
0.08%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$75.37 - $84.09 $7,763 - $8,661
-103 Reduced 2.14%
4,716 $396,000
Q4 2023

Feb 06, 2024
SELL
$64.84 - $78.27 $14,589 - $17,610
-225 Reduced 4.46%
4,819 $374,000
Q3 2023

Nov 13, 2023
SELL
$68.54 - $75.91 $10,760 - $11,917
-157 Reduced 3.02%
5,044 $349,000
Q1 2023

May 03, 2023
SELL
$66.27 - $75.04 $126,244 - $142,951
-1,905 Reduced 26.81%
5,201 $363,000
Q4 2022

Feb 06, 2023
SELL
$62.09 - $71.89 $144,855 - $167,719
-2,333 Reduced 24.72%
7,106 $479,000
Q3 2022

Nov 09, 2022
SELL
$62.15 - $74.82 $50,527 - $60,828
-813 Reduced 7.93%
9,439 $587,000
Q2 2022

Aug 08, 2022
BUY
$62.75 - $78.76 $47,250 - $59,306
753 Added 7.93%
10,252 $663,000
Q4 2021

Feb 04, 2022
SELL
$78.41 - $85.28 $1,568 - $1,705
-20 Reduced 0.21%
9,499 $789,000
Q3 2021

Oct 26, 2021
BUY
$76.44 - $82.59 $152,956 - $165,262
2,001 Added 26.62%
9,519 $745,000
Q4 2020

Feb 02, 2021
SELL
$57.75 - $68.61 $103,776 - $123,292
-1,797 Reduced 19.29%
7,518 $515,000
Q3 2020

Nov 09, 2020
BUY
$53.47 - $60.19 $498,073 - $560,669
9,315 New
9,315 $534,000
Q1 2020

May 12, 2020
SELL
$36.81 - $61.96 $336,296 - $566,066
-9,136 Closed
0 $0
Q4 2018

Jan 16, 2019
BUY
$43.7 - $54.95 $299,432 - $376,517
6,852 Added 300.0%
9,136 $425,000
Q4 2017

Feb 09, 2018
BUY
$49.53 - $52.32 $113,126 - $119,498
2,284
2,284 $475,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email