Legacy Wealth Managment, Llc/Id Ishares Russell Mid Cap ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 126 shares of IWR stock, worth $11,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
126
Previous 410 69.27%
Holding current value
$11,922
Previous $37,000 67.57%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$92.26 - $97.51 $26,201 - $27,692
-284 Reduced 69.27%
126 $12,000
Q1 2025

May 16, 2025
SELL
$82.81 - $92.93 $1,407 - $1,579
-17 Reduced 3.98%
410 $34,000
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $12,476 - $13,659
143 Added 50.35%
427 $37,000
Q3 2024

Nov 15, 2024
BUY
$79.92 - $88.19 $22,697 - $25,045
284 New
284 $25,000

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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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