Simplicity Wealth,Llc Ishares Russell 2000 ETF Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 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 3,800 shares of IWM stock, worth $785,156. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,800
Previous 6,235
39.05%
Holding current value
$785,156
Previous $1.38 Million
39.07%
% of portfolio
0.18%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding IWM
# of Institutions
2,942Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.85 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.04 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.95 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.44 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.85 Billion0.04% of portfolio