Simplicity Wealth,Llc Ishares Russell Mid Cap Growth Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,066 shares of IWP stock, worth $418,079. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,066

Previous 27,090 88.68%

Holding current value

$418,079

Previous $3.18 Million 87.79%

% of portfolio

0.08%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$116.4 - $138.52 $2.8 Million - $3.33 Million	-24,024 Reduced 88.68%	3,066 $388,000
Q3 2024 Oct 09, 2024	SELL	$103.87 - $117.59 $3.22 Million - $3.64 Million	-30,978 Reduced 53.35%	27,090 $3.18 Million
Q2 2024 Jul 10, 2024	SELL	$105.7 - $113.43 $1.43 Million - $1.54 Million	-13,549 Reduced 18.92%	58,068 $6.41 Million
Q1 2024 Apr 24, 2024	BUY	$100.66 - $114.14 $2.67 Million - $3.03 Million	26,527 Added 58.83%	71,617 $8.17 Million
Q4 2023 Jan 29, 2024	BUY	$85.66 - $105.12 $1.69 Million - $2.07 Million	19,733 Added 77.82%	45,090 $4.71 Million
Q3 2023 Oct 19, 2023	SELL	$89.97 - $100.32 $724,978 - $808,378	-8,058 Reduced 24.11%	25,357 $2.32 Million
Q2 2023 Jul 26, 2023	SELL	$87.72 - $96.63 $216,931 - $238,965	-2,473 Reduced 6.89%	33,415 $3.23 Million
Q1 2023 Apr 27, 2023	BUY	$82.89 - $94.68 $856,999 - $978,896	10,339 Added 40.47%	35,888 $3.27 Million
Q4 2022 Feb 15, 2023	BUY	$77.4 - $89.88 $1.98 Million - $2.3 Million	25,549 New	25,549 $2.14 Million

Others Institutions Holding IWP

# of Institutions

1,171

Shares Held

107M

Call Options Held

59.8K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Russell Mid Cap Growth Transaction History