Legacy Wealth Management, LLC / Ms Ishares Tr Russell 1000 ETF Transaction History

Legacy Wealth Management, LLC / Ms

$272 Billion
Q3 2024

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 1,330 shares of IWB stock, worth $439,631. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,330

Previous 1,330 -0.0%

Holding current value

$439,631

Previous $396 Million 5.66%

% of portfolio

0.15%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Dec 12, 2024	SELL	$272.21 - $298.72 $95,273 - $104,552	-350 Reduced 20.83%	1,330 $396 Million
Q1 2024 Dec 12, 2024	SELL	$257.46 - $288.1 $216,266 - $242,004	-840 Reduced 33.33%	1,680 $484 Million
Q4 2023 Dec 12, 2024	SELL	$225.16 - $263.17 $59,667 - $69,740	-265 Reduced 9.52%	2,520 $661 Million
Q3 2023 Dec 12, 2024	SELL	$234.05 - $252.17 $91,279 - $98,346	-390 Reduced 12.28%	2,785 $654 Million
Q1 2023 Dec 12, 2024	SELL	$208.78 - $230.55 $73,073 - $80,692	-350 Reduced 9.93%	3,175 $715 Million
Q4 2022 Dec 12, 2024	BUY	$196.94 - $224.49 $694,213 - $791,327	3,525 New	3,525 $742 Million
Q1 2020 Dec 12, 2024	SELL	$122.99 - $188.06 $159,887 - $244,478	-1,300 Closed	0 $0
Q4 2019 Dec 12, 2024	BUY	$159.7 - $178.97 $207,609 - $232,661	1,300 New	1,300 $232 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Legacy Wealth Management, LLC / Ms Ishares Tr Russell 1000 ETF Transaction History