Legacy Advisors, LLC IWB Holdings History
Legacy Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 90,394.00 shares of iShares Russell 1000 ETF(IWB), totaling $27.73 Mil. This investment constitutes 2.85% of their stock portfolio, and Legacy Advisors, LLC now holds 0.07% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 9 purchases of IWB, at an average price of $218.16, for a total of 119,341.00 shares. In addition, there have been 11 sales at an average price of $191.22 for 28,947.00 shares. Based on historical transaction data and IWB's current price of $345.18, Legacy Advisors, LLC's estimated gain on his IWB holdings is $10.70 Mil, reflecting a 41.10% gain to date.
Legacy Advisors, LLC IWB ($345.18) Holding Chart
Legacy Advisors, LLC IWB ($345.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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