Simplicity Wealth,Llc Ishares Russell 2000 ETF Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,235 shares of IWM stock, worth $1.38 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,235

Previous 38,417 83.77%

Holding current value

$1.38 Million

Previous $7.79 Million 82.33%

% of portfolio

0.13%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$200.87 - $224.6 $6.46 Million - $7.23 Million	-32,182 Reduced 83.77%	6,235 $1.38 Million
Q2 2024 Jul 10, 2024	SELL	$192.84 - $209.44 $4.04 Million - $4.39 Million	-20,959 Reduced 35.3%	38,417 $7.79 Million
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $10.7 Million - $11.9 Million	56,361 Added 1869.35%	59,376 $12.5 Million
Q4 2023 Jan 29, 2024	BUY	$162.21 - $204.82 $28,224 - $35,638	174 Added 6.12%	3,015 $605,000
Q3 2023 Oct 19, 2023	BUY	$174.36 - $198.71 $133,211 - $151,814	764 Added 36.78%	2,841 $502,000
Q2 2023 Jul 26, 2023	SELL	$170.4 - $187.93 $32,035 - $35,330	-188 Reduced 8.3%	2,077 $388,000
Q1 2023 Apr 27, 2023	BUY	$170.25 - $198.32 $177,911 - $207,244	1,045 Added 85.66%	2,265 $404,000
Q4 2022 Feb 15, 2023	BUY	$166.81 - $188.05 $203,508 - $229,421	1,220 New	1,220 $212,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Simplicity Wealth,Llc Ishares Russell 2000 ETF Transaction History