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 1,277 shares of IJS stock, worth $149,549. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,277
Previous 1,224 4.33%
Holding current value
$149,549
Previous $119 Million 15.47%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.