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 $770,982. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,800
Previous 6,235 39.05%
Holding current value
$770,982
Previous $1.38 Million 39.07%
% of portfolio
0.18%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$216.13 - $242.4 $526,276 - $590,244
-2,435 Reduced 39.05%
3,800 $839,000
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
2,946
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email