Evergreen Private Wealth LLC Ishares S&P Smallcap 600 Value Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 1,164 shares of IJS stock, worth $130,775. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,164

Previous 1,212 3.96%

Holding current value

$130,775

Previous $118 Million 1.98%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$83.54 - $100.04 $4,009 - $4,801	-48 Reduced 3.96%	1,164 $116 Million
Q1 2025 May 01, 2025	SELL	$96.3 - $112.23 $7,126 - $8,305	-74 Reduced 5.75%	1,212 $118 Million
Q4 2024 Feb 06, 2025	BUY	$104.59 - $118.05 $941 - $1,062	9 Added 0.7%	1,286 $140 Million
Q3 2024 Oct 31, 2024	BUY	$95.81 - $109.03 $5,077 - $5,778	53 Added 4.33%	1,277 $137 Million
Q2 2024 Aug 12, 2024	SELL	$94.12 - $102.13 $97,508 - $105,806	-1,036 Reduced 45.84%	1,224 $119 Million
Q1 2024 Apr 16, 2024	SELL	$95.88 - $102.78 $82,648 - $88,596	-862 Reduced 27.61%	2,260 $232 Million
Q4 2023 Feb 08, 2024	BUY	$82.1 - $104.53 $256,316 - $326,342	3,122 New	3,122 $322 Million

Others Institutions Holding IJS

# of Institutions

893

Shares Held

39.2M

Call Options Held

31.3K

Put Options Held

38.3K

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About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Evergreen Private Wealth LLC Ishares S&P Smallcap 600 Value Transaction History