Sequent Planning LLC Ishares S&P Smallcap 600 Value Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Sequent Planning LLC holds 40,215 shares of IJS stock, worth $3.88 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
40,215
Previous 36,777 9.35%
Holding current value
$3.88 Million
Previous $3.99 Billion 1.86%
% of portfolio
1.41%
Previous 1.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$96.3 - $112.23 $331,079 - $385,846
3,438 Added 9.35%
40,215 $3.92 Billion
Q4 2024

Feb 11, 2025
SELL
$104.59 - $118.05 $406,332 - $458,624
-3,885 Reduced 9.55%
36,777 $3.99 Billion
Q3 2024

Nov 14, 2024
SELL
$95.81 - $109.03 $346,257 - $394,034
-3,614 Reduced 8.16%
40,662 $4.38 Billion
Q2 2024

Aug 12, 2024
BUY
$94.12 - $102.13 $263,630 - $286,066
2,801 Added 6.75%
44,276 $4.26 Billion
Q1 2024

May 14, 2024
BUY
$95.88 - $102.78 $3.98 Million - $4.26 Million
41,475 New
41,475 $4.26 Billion

Others Institutions Holding IJS

# of Institutions
901
Shares Held
41.3M
Call Options Held
17.8K
Put Options Held
8.7K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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