Legacy Wealth Management, Inc IXUS Holdings History
Legacy Wealth Management, Inc's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 781,149.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $54.53 Mil. This investment constitutes 3.63% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.14% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q4. And since then Legacy Wealth Management, Inc has made 4 purchases of IXUS, at an average price of $68.91, for a total of 803,228.00 shares. In addition, there have been 4 sales at an average price of $58.59 for 22,079.00 shares. Based on historical transaction data and IXUS's current price of $76.81, Legacy Wealth Management, Inc's estimated gain on his IXUS holdings is $5.94 Mil, reflecting a 10.74% gain to date.
Legacy Wealth Management, Inc IXUS ($76.81) Holding Chart
Legacy Wealth Management, Inc IXUS ($76.81) 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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