Current Value of Holding

$314k

Shares

5.51k

% of Portfolio

0.00%

Average Buy Price

$35.3

Avg closing price
Price range

22 Jim Simons Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF Trades

Jim Simons acquired 5.51k Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF shares worth $314k. That's 0.00% of their equity portfolio (2561st largest holding). The first Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF trade was made in Q4 2020. Since then Jim Simons bought shares eleven more times and sold shares on ten occasions. The stake costed the investor $194k, netting the investor a gain of 62% so far.

Avg closing price
Price range
Sold 81.5% shares (-24.3k shares) Q2 2026
Avg closing price $52.05
Price range $47.76 - $54.43
Increased shares by 26.8% (+6.3k shares) Q1 2026
Avg closing price $48.64
Price range $46.53 - $50.01
Sold 31.9% shares (-11k shares) Q4 2025
Avg closing price $46.06
Price range $44.13 - $47.60
Increased shares by 13.1% (+4k shares) Q3 2025
Avg closing price $43.69
Price range $42.04 - $45.23
Sold 13.1% shares (-4.6k shares) Q2 2025
Avg closing price $39.94
Price range $35.77 - $42.27
Increased shares by 19.8% (+5.8k shares) Q1 2025
Avg closing price $41.27
Price range $39.40 - $42.61
Sold 31.9% shares (-13.7k shares) Q4 2024
Avg closing price $41.33
Price range $40.21 - $42.90
Increased shares by 141.8% (+25.2k shares) Q3 2024
Avg closing price $39.21
Price range $37.33 - $40.63
Sold 80.1% shares (-71.4k shares) Q2 2024
Avg closing price $37.71
Price range $36.45 - $38.58
Sold 3.1% shares (-2.9k shares) Q1 2024
Avg closing price $36.32
Price range $34.62 - $38.47
Increased shares by 126.8% (+51.5k shares) Q4 2023
Avg closing price $32.78
Price range $30.37 - $35.31
Increased shares by 93.3% (+19.6k shares) Q3 2023
Avg closing price $33.00
Price range $31.76 - $33.99
New holding (+21k shares) Q2 2023
Avg closing price $31.56
Price range $30.66 - $32.73
Sold -37k shares Q4 2022
Avg closing price $30.77
Price range $28.10 - $32.72
Increased shares by 208.3% (+25k shares) Q3 2022
Avg closing price $30.73
Price range $27.75 - $32.98
Sold 42.9% shares (-9k shares) Q2 2022
Avg closing price $32.12
Price range $29.02 - $34.55
Sold 57.6% shares (-28.5k shares) Q1 2022
Avg closing price $33.82
Price range $32.40 - $35.10
Increased shares by 19.3% (+8k shares) Q4 2021
Avg closing price $33.44
Price range $31.98 - $34.39
Increased shares by 56.6% (+15k shares) Q3 2021
Avg closing price $32.32
Price range $31.07 - $33.02
Increased shares by 178.9% (+17k shares) Q2 2021
Avg closing price $31.84
Price range $30.58 - $32.75

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