Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 57,408 shares of IDV stock, worth $2.09 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
57,408
Previous 81,586 29.63%
Holding current value
$2.09 Million
Previous $2.82 Million 25.47%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 30, 2025
SELL
$34.54 - $37.28 $835,108 - $901,355
-24,178 Reduced 29.63%
57,408 $2.1 Million
Q2 2025

Jul 22, 2025
BUY
$27.79 - $34.84 $1.26 Million - $1.58 Million
45,237 Added 124.45%
81,586 $2.82 Million
Q1 2025

Apr 14, 2025
BUY
$27.0 - $31.7 $981,423 - $1.15 Million
36,349 New
36,349 $1.13 Million
Q3 2024

Oct 09, 2024
SELL
$27.62 - $30.64 $291,280 - $323,129
-10,546 Reduced 31.49%
22,949 $693,000
Q2 2024

Jul 10, 2024
BUY
$26.94 - $30.1 $164,226 - $183,489
6,096 Added 22.25%
33,495 $926,000
Q1 2024

Apr 24, 2024
BUY
$26.95 - $28.13 $738,403 - $770,733
27,399 New
27,399 $768,000

Others Institutions Holding IDV

# of Institutions
576
Shares Held
97.8M
Call Options Held
23.6K
Put Options Held
166K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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