A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 18,926 shares of IJS stock, worth $2.01 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
18,926
Previous 8,132 132.73%
Holding current value
$2.01 Million
Previous $836 Million 120.3%
% of portfolio
1.14%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$94.12 - $102.13 $1.02 Million - $1.1 Million
10,794 Added 132.73%
18,926 $1.84 Billion
Q1 2024

May 15, 2024

SELL
$95.88 - $102.78 $1.01 Million - $1.08 Million
-10,488 Reduced 56.33%
8,132 $836 Million
Q4 2023

Feb 21, 2024

BUY
$82.1 - $104.53 $1.53 Million - $1.95 Million
18,620 New
18,620 $1.92 Billion

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


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

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. 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 Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.