Simplicity Wealth,Llc Ishares Russell 1000 Val ETF Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 19,452 shares of IWD stock, worth $3.51 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,452
Previous 2,184
790.66%
Holding current value
$3.51 Million
Previous $404,000
796.78%
% of portfolio
0.3%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,887Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio