Simplicity Wealth,Llc Ishares Tr Russell 200 Value E Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,934 shares of IWX stock, worth $1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,934
Previous 97,649 87.78%
Holding current value
$1 Million
Previous $7.94 Million 88.12%
% of portfolio
0.2%
Previous 0.77%

Shares

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

Feb 07, 2025
SELL
$78.25 - $85.17 $6.71 Million - $7.3 Million
-85,715 Reduced 87.78%
11,934 $943,000
Q3 2024

Oct 09, 2024
SELL
$74.49 - $81.27 $171,624 - $187,246
-2,304 Reduced 2.31%
97,649 $7.94 Million
Q2 2024

Jul 10, 2024
SELL
$72.57 - $76.65 $5.89 Million - $6.22 Million
-81,204 Reduced 44.83%
99,953 $7.48 Million
Q1 2024

Apr 24, 2024
BUY
$69.24 - $76.32 $936,678 - $1.03 Million
13,528 Added 8.07%
181,157 $13.8 Million
Q4 2023

Jan 29, 2024
SELL
$62.27 - $70.35 $581,664 - $657,139
-9,341 Reduced 5.28%
167,629 $11.8 Million
Q3 2023

Oct 19, 2023
BUY
$65.37 - $69.65 $106,683 - $113,668
1,632 Added 0.93%
176,970 $11.6 Million
Q2 2023

Jul 26, 2023
SELL
$64.02 - $67.44 $275,606 - $290,329
-4,305 Reduced 2.4%
175,338 $11.8 Million
Q1 2023

Apr 27, 2023
BUY
$62.44 - $68.0 $2.58 Million - $2.81 Million
41,367 Added 29.92%
179,643 $11.7 Million
Q4 2022

Feb 15, 2023
BUY
$58.03 - $67.72 $7.78 Million - $9.08 Million
134,009 Added 3140.59%
138,276 $8.98 Million
Q3 2022

Oct 12, 2022
BUY
$57.71 - $67.79 $246,248 - $289,259
4,267 New
4,267 $246,000

Others Institutions Holding IWX

# of Institutions
193
Shares Held
42.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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