Simplicity Wealth,Llc Ishares Russell Midcap Value E Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 1,915 shares of IWS stock, worth $253,909. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,915
Previous 30,352 93.69%
Holding current value
$253,909
Previous $4.01 Million 93.85%
% of portfolio
0.05%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$128.08 - $140.32 $3.64 Million - $3.99 Million
-28,437 Reduced 93.69%
1,915 $247,000
Q3 2024

Oct 09, 2024
SELL
$119.52 - $132.25 $5.94 Million - $6.57 Million
-49,702 Reduced 62.09%
30,352 $4.01 Million
Q2 2024

Jul 10, 2024
SELL
$117.31 - $125.13 $3.24 Million - $3.46 Million
-27,615 Reduced 25.65%
80,054 $9.67 Million
Q1 2024

Apr 24, 2024
BUY
$112.43 - $125.33 $5.59 Million - $6.23 Million
49,748 Added 85.89%
107,669 $13.5 Million
Q4 2023

Jan 29, 2024
SELL
$97.63 - $117.08 $259,402 - $311,081
-2,657 Reduced 4.39%
57,921 $6.74 Million
Q3 2023

Oct 19, 2023
BUY
$103.48 - $114.68 $304,748 - $337,732
2,945 Added 5.11%
60,578 $6.32 Million
Q2 2023

Jul 26, 2023
SELL
$101.5 - $109.84 $99,774 - $107,972
-983 Reduced 1.68%
57,633 $6.33 Million
Q1 2023

Apr 27, 2023
BUY
$100.22 - $116.23 $1.33 Million - $1.54 Million
13,226 Added 29.14%
58,616 $6.23 Million
Q4 2022

Feb 15, 2023
BUY
$96.57 - $111.69 $4.14 Million - $4.78 Million
42,840 Added 1680.0%
45,390 $4.78 Million
Q3 2022

Oct 12, 2022
BUY
$96.05 - $115.74 $244,927 - $295,137
2,550 New
2,550 $245,000

Others Institutions Holding IWS

# of Institutions
988
Shares Held
95.9M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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