Current Value of Holding

$3.6M

Shares

125k

% of Portfolio

0.00%

Average Buy Price

$31.1

Avg closing price
Price range

33 Jim Simons BlackRock Institutional Trust Company N.A. - iShares Trust iShares Preferred and Income Securities ETF Trades

Jim Simons's position in BlackRock Institutional Trust Company N.A. - iShares Trust iShares Preferred and Income Securities ETF is currently worth $3.6M. That's 0.00% of their equity portfolio (1538th largest holding). The first BlackRock Institutional Trust Company N.A. - iShares Trust iShares Preferred and Income Securities ETF trade was made in Q4 2017. Since then Jim Simons bought shares sixteen more times and sold shares on sixteen occasions. The investor's estimated purchase price is $3.91M, resulting in a loss of 7.8%.

Avg closing price
Price range
New holding (+125k shares) Q2 2026
Avg closing price $31.14
Price range $30.36 - $31.72
Sold -47.2k shares Q1 2026
Avg closing price $31.47
Price range $30.12 - $31.94
New holding (+47.2k shares) Q4 2025
Avg closing price $31.14
Price range $30.31 - $31.79
Sold -507k shares Q3 2025
Avg closing price $31.44
Price range $30.67 - $32.13
Increased shares by 1062.4% (+463k shares) Q2 2025
Avg closing price $30.09
Price range $29.00 - $30.68
New holding (+43.6k shares) Q1 2025
Avg closing price $31.53
Price range $30.73 - $32.26
Sold -19.1k shares Q4 2024
Avg closing price $32.62
Price range $31.23 - $33.51
New holding (+19.1k shares) Q3 2024
Avg closing price $32.18
Price range $31.18 - $33.51
Sold -100k shares Q2 2024
Avg closing price $31.48
Price range $30.65 - $32.14
Sold 66.1% shares (-196k shares) Q1 2024
Avg closing price $31.88
Price range $31.12 - $32.54
New holding (+296k shares) Q4 2023
Avg closing price $29.87
Price range $28.34 - $31.40
Sold -152k shares Q3 2023
Avg closing price $30.57
Price range $29.99 - $31.22
New holding (+152k shares) Q2 2023
Avg closing price $30.60
Price range $29.33 - $31.46
Sold -224k shares Q1 2023
Avg closing price $32.12
Price range $29.86 - $33.81
New holding (+224k shares) Q4 2022
Avg closing price $31.11
Price range $29.95 - $32.28
Sold -136k shares Q2 2022
Avg closing price $33.84
Price range $32.02 - $36.26
Sold 33.0% shares (-66.8k shares) Q1 2022
Avg closing price $36.77
Price range $34.86 - $39.14
New holding (+203k shares) Q4 2021
Avg closing price $38.86
Price range $38.29 - $39.43
Sold -390k shares Q3 2021
Avg closing price $39.23
Price range $38.55 - $39.48
Sold 9.3% shares (-39.8k shares) Q2 2021
Avg closing price $38.74
Price range $37.96 - $39.34

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