Legacy Wealth Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Legacy Wealth Asset Management, LLC

  • $347 Million
  • Q4 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 1,148 shares of IWD stock, worth $235,098. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,148
Holding current value
$235,098
% of portfolio
0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$199.44 - $208.01 $228,957 - $238,795
1,148 New
1,148 $235,000
Q1 2022

May 12, 2022
SELL
$157.15 - $170.51 $201,937 - $219,105
-1,285 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$157.12 - $168.08 $201,899 - $215,982
1,285 New
1,285 $216,000

Others Institutions Holding IWD

# of Institutions
2,014
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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