My Legacy Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

My Legacy Advisors, LLC

$269 Million
Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 657 shares of IWB stock, worth $241,697. This represents 0.08% of its overall portfolio holdings.

Number of Shares

657

Holding current value

$241,697

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$272.36 - $339.57 $178,940 - $223,097	657 New	657 $223,000

Others Institutions Holding IWB

# of Institutions

1,628

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

Jones Financial Companies Lllp

11.3M
Shares

$4.14 Billion
2.82% of portfolio
Bank Of America Corp Charlotte, NC

4.41M
Shares

$1.62 Billion
0.11% of portfolio
Envestnet Asset Management Inc

4.18M
Shares

$1.54 Billion
0.47% of portfolio
Morgan Stanley New York, NY

3M
Shares

$1.1 Billion
0.07% of portfolio
M&T Bank Corp

2.83M
Shares

$1.04 Billion
3.58% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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My Legacy Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History