Simplicity Wealth,Llc Ishares Russell2000 Val ETF Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,000 shares of IWN stock, worth $353,660. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$353,660
Previous $302,000
4.3%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IWN
# of Institutions
1,106Shares Held
56.1MCall Options Held
337KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC6.75MShares$1.19 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.95MShares$876 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.67MShares$473 Million1.11% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.22MShares$392 Million0.27% of portfolio