Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,949 shares of IDV stock, worth $647,391. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,949
Previous 33,495 31.49%
Holding current value
$647,391
Previous $926,000 25.16%
% of portfolio
0.07%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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