Legacy Wealth Planning, LLC Ishares Tr Russell 200 Growth Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 30,279 shares of IWY stock, worth $6.67 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares

30,279

Previous 30,561 0.92%

Holding current value

$6.67 Million

Previous $3.83 Million 5.46%

% of portfolio

5.99%

Previous 5.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$119.49 - $146.95 $33,696 - $41,439	-282 Reduced 0.92%	30,279 $3.62 Million
Q2 2022 Jul 26, 2022	BUY	$120.18 - $161.96 $1,802 - $2,429	15 Added 0.05%	30,561 $3.83 Million
Q1 2022 May 10, 2022	BUY	$141.01 - $175.1 $388,482 - $482,400	2,755 Added 9.91%	30,546 $4.85 Million
Q4 2021 Feb 14, 2022	SELL	$150.99 - $175.61 $60,546 - $70,419	-401 Reduced 1.42%	27,791 $4.82 Million
Q3 2021 Nov 22, 2021	BUY	$151.1 - $163.27 $3.89 Million - $4.2 Million	25,730 Added 1045.09%	28,192 $4.3 Million
Q3 2021 Nov 12, 2021	SELL	$151.1 - $163.27 $3.86 Million - $4.17 Million	-25,561 Reduced 91.21%	2,462 $4.3 Million
Q2 2021 Aug 16, 2021	BUY	$136.12 - $150.82 $108,896 - $120,656	800 Added 2.94%	28,023 $4.22 Million
Q1 2021 May 06, 2021	BUY	$127.24 - $139.47 $22,903 - $25,104	180 Added 0.67%	27,223 $3.66 Million
Q4 2020 Feb 12, 2021	BUY	$116.6 - $133.06 $16,907 - $19,293	145 Added 0.54%	27,043 $3.6 Million
Q3 2020 Nov 03, 2020	SELL	$108.23 - $131.63 $135,071 - $164,274	-1,248 Reduced 4.43%	26,898 $3.27 Million
Q2 2020 Aug 17, 2020	BUY	$80.54 - $107.61 $2.07 Million - $2.77 Million	25,744 Added 1071.77%	28,146 $3 Million
Q1 2020 May 18, 2020	SELL	$73.46 - $106.09 $1.92 Million - $2.77 Million	-26,117 Reduced 91.58%	2,402 $2.4 Million
Q1 2020 May 18, 2020	SELL	$73.46 - $106.09 $184,237 - $266,073	-2,508 Reduced 8.08%	28,519 $2.4 Million
Q4 2019 Feb 12, 2020	BUY	$84.75 - $97.05 $2.63 Million - $3.01 Million	31,027 New	31,027 $3 Million

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Legacy Wealth Planning, LLC Ishares Tr Russell 200 Growth Transaction History