Legacy Wealth Management, Inc Ishares Tr Russell 1000 ETF Transaction History
Legacy Wealth Management, Inc
- $1.7 Billion
- Q3 2025
A detailed history of Legacy Wealth Management, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 722,592 shares of IWB stock, worth $266 Million. This represents 15.56% of its overall portfolio holdings.
Number of Shares
722,592
Previous 728,850
0.86%
Holding current value
$266 Million
Previous $247 Million
6.71%
% of portfolio
15.56%
Previous 15.4%
Shares
33 transactions
Others Institutions Holding IWB
# of Institutions
1,614Shares Held
98.3MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio