Halpern Financial, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Halpern Financial, Inc. holds 8,295 shares of IJT stock, worth $1.14 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,295

Previous 8,630 3.88%

Holding current value

$1.14 Million

Previous $1.11 Billion 2.92%

% of portfolio

0.29%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$127.29 - $141.5 $42,642 - $47,402	-335 Reduced 3.88%	8,295 $1.14 Billion
Q2 2024 Jul 08, 2024	SELL	$121.57 - $132.2 $4,741 - $5,155	-39 Reduced 0.45%	8,630 $1.11 Billion
Q3 2023 Oct 10, 2023	BUY	$108.37 - $120.85 $230,286 - $256,806	2,125 Added 32.47%	8,669 $951 Million
Q3 2022 Sep 21, 2023	SELL	$100.74 - $123.41 $26,998 - $33,073	-268 Reduced 3.93%	6,544 $665 Million
Q2 2022 Sep 21, 2023	BUY	$101.11 - $126.58 $27,097 - $33,923	268 Added 4.1%	6,812 $717 Million
Q3 2021 Sep 21, 2023	BUY	$125.08 - $136.86 $119,951 - $131,248	959 Added 17.17%	6,544 $851 Million
Q2 2021 Sep 21, 2023	SELL	$122.71 - $133.56 $195,599 - $212,894	-1,594 Reduced 22.2%	5,585 $741 Million
Q1 2021 Sep 21, 2023	SELL	$113.22 - $134.41 $339 - $403	-3 Reduced 0.04%	7,179 $921 Million
Q4 2020 Sep 21, 2023	BUY	$89.39 - $115.31 $316,887 - $408,773	3,545 Added 97.47%	7,182 $820 Million
Q3 2020 Sep 21, 2023	SELL	$82.72 - $94.57 $4,384 - $5,012	-53 Reduced 1.44%	3,637 $642 Million
Q2 2020 Sep 21, 2023	BUY	$62.95 - $90.62 $131,439 - $189,214	2,088 Added 130.34%	3,690 $627 Million
Q1 2020 Sep 21, 2023	SELL	$59.73 - $99.87 $139,708 - $233,595	-2,339 Reduced 59.35%	1,602 $221 Million
Q4 2019 Sep 21, 2023	BUY	$86.46 - $97.01 $340,738 - $382,316	3,941 New	3,941 $762 Million

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

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About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Halpern Financial, Inc. Ishares S&P Small Cap 600 Grow Transaction History