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 $858,800. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,800
Previous 6,235 39.05%
Holding current value
$858,800
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
2,816
Shares Held
312M
Call Options Held
232M
Put Options Held
520M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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