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 $510,993. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,156
Previous 59,613 96.38%
Holding current value
$510,993
Previous $13.1 Million 96.13%
% of portfolio
0.11%
Previous 1.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
581
Shares Held
52.8M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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