Simplicity Wealth,Llc Ishares Tr Russell 200 Growth Transaction History

Simplicity Wealth,Llc

$4.32 Billion
Q2 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 58,955 shares of IWY stock, worth $12.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

58,955

Previous 111,437 47.1%

Holding current value

$12.2 Million

Previous $21.7 Million 41.83%

% of portfolio

0.29%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$117.64 - $131.34 $9.94 Million - $11.1 Million	84,475 Added 3121.77%	87,181 $10.5 Million
Q3 2022 Oct 12, 2022	BUY	N/A	2,706 New	2,706 $323,000

Others Institutions Holding IWY

# of Institutions

512

Shares Held

53.6M

Call Options Held

5.4K

Put Options Held

600

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About ISHARES TR RUSSELL 200 GROWTH

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