Simplicity Wealth,Llc Ishares Tr Russell 200 Growth Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,156 shares of IWY stock, worth $522,096. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,156

Previous 59,613 96.38%

Holding current value

$522,096

Previous $13.1 Million 96.13%

% of portfolio

0.11%

Previous 1.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$216.72 - $244.71 $12.5 Million - $14.1 Million	-57,457 Reduced 96.38%	2,156 $507,000
Q3 2024 Oct 09, 2024	BUY	$194.66 - $225.97 $128,086 - $148,688	658 Added 1.12%	59,613 $13.1 Million
Q2 2024 Jul 10, 2024	SELL	$183.56 - $216.15 $9.63 Million - $11.3 Million	-52,482 Reduced 47.1%	58,955 $12.6 Million
Q1 2024 Apr 24, 2024	BUY	$170.38 - $196.82 $483,197 - $558,181	2,836 Added 2.61%	111,437 $21.7 Million
Q4 2023 Jan 29, 2024	SELL	$149.01 - $175.92 $495,756 - $585,285	-3,327 Reduced 2.97%	108,601 $19 Million
Q3 2023 Oct 19, 2023	BUY	$152.69 - $164.44 $817,349 - $880,247	5,353 Added 5.02%	111,928 $17.2 Million
Q2 2023 Jul 26, 2023	SELL	$136.24 - $158.56 $271,935 - $316,485	-1,996 Reduced 1.84%	106,575 $16.9 Million
Q1 2023 Apr 27, 2023	BUY	$117.74 - $138.93 $2.52 Million - $2.97 Million	21,390 Added 24.54%	108,571 $15.1 Million
Q4 2022 Feb 15, 2023	BUY	$117.55 - $131.34 $9.93 Million - $11.1 Million	84,475 Added 3121.77%	87,181 $10.5 Million
Q3 2022 Oct 12, 2022	BUY	$119.49 - $146.95 $323,339 - $397,646	2,706 New	2,706 $323,000

Others Institutions Holding IWY

# of Institutions

602

Shares Held

57.6M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Simplicity Wealth,Llc Ishares Tr Russell 200 Growth Transaction History