Current Value of Holding

$2.88M

Shares

24.5k

% of Portfolio

0.00%

Average Buy Price

$93.5

Avg closing price
Price range

30 Jim Simons BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF Trades

Jim Simons's position in BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF is currently worth $2.88M. That's 0.00% of their equity portfolio (1665th largest holding). The first BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF trade was made in Q4 2017. Since then Jim Simons bought shares thirteen more times and sold shares on sixteen occasions. The stake costed the investor $2.29M, netting the investor a gain of 26% so far.

Avg closing price
Price range
Sold 14.3% shares (-4.1k shares) Q2 2026
Avg closing price $108.16
Price range $102.39 - $110.94
Sold 40.0% shares (-19.1k shares) Q1 2026
Avg closing price $104.93
Price range $100.41 - $107.64
Increased shares by 24.5% (+9.4k shares) Q4 2025
Avg closing price $101.41
Price range $98.00 - $103.90
Increased shares by 23.5% (+7.3k shares) Q3 2025
Avg closing price $97.35
Price range $94.17 - $99.95
New holding (+31k shares) Q2 2025
Avg closing price $90.21
Price range $81.46 - $94.63
Sold -11k shares Q1 2025
Avg closing price $93.87
Price range $90.00 - $96.32
Sold 60.0% shares (-16.5k shares) Q4 2024
Avg closing price $96.18
Price range $92.51 - $100.02
New holding (+27.5k shares) Q3 2024
Avg closing price $91.92
Price range $87.56 - $95.49
Sold -12.5k shares Q2 2024
Avg closing price $88.14
Price range $85.39 - $90.42
Sold 79.5% shares (-48.6k shares) Q1 2024
Avg closing price $86.07
Price range $82.87 - $90.44
Increased shares by 137.7% (+35.4k shares) Q4 2023
Avg closing price $77.88
Price range $71.48 - $84.61
Sold 5.5% shares (-1.5k shares) Q3 2023
Avg closing price $78.49
Price range $74.38 - $81.04
New holding (+27.2k shares) Q2 2023
Avg closing price $74.68
Price range $72.65 - $78.26
Sold -24.6k shares Q1 2023
Avg closing price $73.65
Price range $70.21 - $77.86
Increased shares by 69.7% (+10.1k shares) Q4 2022
Avg closing price $69.54
Price range $63.23 - $73.93
New holding (+14.5k shares) Q3 2022
Avg closing price $69.03
Price range $62.61 - $73.64
Sold -4.6k shares Q2 2022
Avg closing price $71.83
Price range $64.88 - $77.18
Sold 83.3% shares (-23k shares) Q1 2022
Avg closing price $74.95
Price range $71.81 - $77.49
New holding (+27.6k shares) Q4 2021
Avg closing price $74.17
Price range $71.13 - $76.45
Sold -6.6k shares Q1 2021
Avg closing price $65.61
Price range $61.28 - $69.60

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