Simplicity Wealth,Llc Ishares S&P 500 Growth ETF Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 67,699 shares of IVW stock, worth $6.6 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

67,699

Previous 150,287 54.95%

Holding current value

$6.6 Million

Previous $13.9 Million 53.39%

% of portfolio

0.63%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$84.77 - $97.13 $7 Million - $8.02 Million	-82,588 Reduced 54.95%	67,699 $6.48 Million
Q2 2024 Jul 10, 2024	BUY	$79.31 - $93.31 $601,804 - $708,036	7,588 Added 5.32%	150,287 $13.9 Million
Q1 2024 Apr 24, 2024	BUY	$72.87 - $85.14 $9.36 Million - $10.9 Million	128,502 Added 905.13%	142,699 $12 Million
Q4 2023 Jan 29, 2024	BUY	$65.78 - $75.4 $204,838 - $234,795	3,114 Added 28.1%	14,197 $1.07 Million
Q3 2023 Oct 19, 2023	BUY	$68.05 - $72.66 $754,198 - $805,290	11,083 New	11,083 $758,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Simplicity Wealth,Llc Ishares S&P 500 Growth ETF Transaction History