Simplicity Wealth,Llc Ishares Russell 1000 Val ETF Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 33,079 shares of IWD stock, worth $6.55 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
33,079
Previous 19,452 70.05%
Holding current value
$6.55 Million
Previous $3.62 Million 77.31%
% of portfolio
0.28%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$166.82 - $194.23 $2.27 Million - $2.65 Million
13,627 Added 70.05%
33,079 $6.42 Million
Q1 2025

Apr 14, 2025
BUY
$182.82 - $196.21 $3.16 Million - $3.39 Million
17,268 Added 790.66%
19,452 $3.62 Million
Q4 2024

Feb 07, 2025
SELL
$183.23 - $199.79 $2.8 Million - $3.05 Million
-15,273 Reduced 87.49%
2,184 $404,000
Q3 2024

Oct 09, 2024
SELL
$173.36 - $189.8 $14.4 Million - $15.8 Million
-83,097 Reduced 82.64%
17,457 $3.31 Million
Q2 2024

Jul 10, 2024
SELL
$169.4 - $179.05 $239,023 - $252,639
-1,411 Reduced 1.38%
100,554 $17.5 Million
Q1 2024

Apr 24, 2024
BUY
$161.84 - $179.11 $13.8 Million - $15.3 Million
85,379 Added 514.77%
101,965 $18.3 Million
Q4 2023

Jan 29, 2024
BUY
$143.69 - $165.7 $606,084 - $698,922
4,218 Added 34.1%
16,586 $2.74 Million
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $8,648 - $9,322
57 Added 0.46%
12,368 $1.88 Million
Q2 2023

Jul 26, 2023
BUY
$148.55 - $157.83 $575,779 - $611,749
3,876 Added 45.95%
12,311 $1.94 Million
Q1 2023

Apr 27, 2023
BUY
$145.2 - $161.56 $821,686 - $914,268
5,659 Added 203.85%
8,435 $1.28 Million
Q4 2022

Feb 15, 2023
BUY
$136.78 - $158.99 $379,701 - $441,356
2,776 New
2,776 $420,000

Others Institutions Holding IWD

# of Institutions
1,922
Shares Held
276M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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