Simplicity Wealth,Llc Ishares Tr Russell 1000 ETF Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,985 shares of IWB stock, worth $1.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,985
Previous 2,744 8.78%
Holding current value
$1.1 Million
Previous $931,000 17.08%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Oct 30, 2025
BUY
$339.37 - $366.46 $81,788 - $88,316
241 Added 8.78%
2,985 $1.09 Million
Q2 2025

Jul 22, 2025
BUY
$272.36 - $339.57 $202,908 - $252,979
745 Added 37.27%
2,744 $931,000
Q1 2025

Apr 14, 2025
BUY
$302.31 - $337.54 $229,755 - $256,530
760 Added 61.34%
1,999 $609,000
Q3 2024

Oct 09, 2024
SELL
$283.28 - $314.39 $6.45 Million - $7.16 Million
-22,779 Reduced 94.84%
1,239 $389,000
Q2 2024

Jul 10, 2024
SELL
$272.21 - $298.72 $6.23 Million - $6.84 Million
-22,885 Reduced 48.79%
24,018 $7.15 Million
Q1 2024

Apr 24, 2024
BUY
$257.46 - $288.1 $12.1 Million - $13.5 Million
46,903 New
46,903 $13.5 Million

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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