Current Value of Holding

$5.5M

Shares

66.7k

% of Portfolio

0.01%

Average Buy Price

$67.8

Avg closing price
Price range

24 Jim Simons BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF Trades

Jim Simons acquired 66.7k BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF shares worth $5.5M. That's 0.01% of their equity portfolio (1327th largest holding). The first BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF trade was made in Q3 2020. Since then Jim Simons bought shares thirteen more times and sold shares on ten occasions. The stake costed the investor $4.52M, netting the investor a gain of 22% so far.

Avg closing price
Price range
Sold 32.4% shares (-31.9k shares) Q2 2026
Avg closing price $73.74
Price range $70.20 - $75.95
Increased shares by 206.2% (+66.4k shares) Q1 2026
Avg closing price $71.68
Price range $68.90 - $74.01
Sold 67.0% shares (-65.4k shares) Q4 2025
Avg closing price $68.77
Price range $66.93 - $70.56
Increased shares by 502.5% (+81.4k shares) Q3 2025
Avg closing price $66.09
Price range $64.12 - $68.08
Sold 32.2% shares (-7.7k shares) Q2 2025
Avg closing price $60.96
Price range $55.22 - $63.94
New holding (+23.9k shares) Q1 2025
Avg closing price $62.66
Price range $60.46 - $64.42
Sold -55.6k shares Q4 2024
Avg closing price $63.09
Price range $61.24 - $64.94
Increased shares by 131.7% (+31.6k shares) Q3 2024
Avg closing price $60.27
Price range $57.47 - $62.76
Sold 56.8% shares (-31.5k shares) Q2 2024
Avg closing price $57.12
Price range $55.23 - $58.55
Increased shares by 13.7% (+6.7k shares) Q1 2024
Avg closing price $55.52
Price range $53.33 - $58.06
New holding (+48.8k shares) Q4 2023
Avg closing price $50.71
Price range $47.36 - $54.10
Sold -70.4k shares Q3 2023
Avg closing price $51.78
Price range $49.53 - $53.28
Increased shares by 210.1% (+47.7k shares) Q2 2023
Avg closing price $50.30
Price range $49.08 - $51.53
Sold 5.4% shares (-1.3k shares) Q1 2023
Avg closing price $50.21
Price range $47.94 - $51.79
Increased shares by 77.8% (+10.5k shares) Q4 2022
Avg closing price $49.09
Price range $44.53 - $52.33
Increased shares by 128.8% (+7.6k shares) Q3 2022
Avg closing price $49.22
Price range $44.47 - $52.73
New holding (+5.9k shares) Q2 2022
Avg closing price $50.42
Price range $45.84 - $53.69
Sold -25.1k shares Q1 2022
Avg closing price $53.40
Price range $50.66 - $56.06
Sold 36.3% shares (-14.3k shares) Q4 2021
Avg closing price $53.37
Price range $50.43 - $55.68
Increased shares by 3.4% (+1.3k shares) Q3 2021
Avg closing price $51.80
Price range $50.23 - $53.10

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