9258 Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,673 shares of IJS stock, worth $354,371. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,673
Previous 3,940 6.78%
Holding current value
$354,371
Previous $406,000 7.14%
% of portfolio
0.06%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$95.88 - $102.78 $25,599 - $27,442
-267 Reduced 6.78%
3,673 $377,000
Q2 2023

Aug 08, 2023
SELL
$87.59 - $95.56 $5,255 - $5,733
-60 Reduced 1.5%
3,940 $374,000
Q1 2023

May 03, 2023
SELL
$88.82 - $106.56 $7,549 - $9,057
-85 Reduced 2.08%
4,000 $374,000
Q4 2022

Feb 03, 2023
SELL
$89.32 - $97.98 $11,611 - $12,737
-130 Reduced 3.08%
4,085 $373,000
Q3 2022

Nov 08, 2022
SELL
N/A
-192 Reduced 4.36%
4,215 $348,000
Q2 2022

Aug 04, 2022
BUY
N/A
4 Added 0.09%
4,407 $392,000
Q1 2022

May 13, 2022
BUY
N/A
117 Added 2.73%
4,403 $451,000
Q4 2021

Feb 11, 2022
BUY
N/A
878 Added 25.76%
4,286 $448,000
Q2 2021

Aug 13, 2021
BUY
N/A
200 Added 6.23%
3,408 $359,000
Q4 2020

Feb 10, 2021
SELL
N/A
-1,241 Reduced 27.89%
3,208 $261,000
Q3 2020

Nov 13, 2020
BUY
N/A
2,227 Added 100.23%
4,449 $282,000
Q2 2020

Aug 13, 2020
BUY
N/A
3 Added 0.14%
2,222 $267,000
Q1 2020

May 05, 2020
BUY
N/A
3 Added 0.14%
2,219 $242,000
Q4 2019

Feb 06, 2020
BUY
N/A
404 Added 22.3%
2,216 $356,000
Q3 2019

Nov 07, 2019
BUY
N/A
3 Added 0.17%
1,812 $272,000
Q2 2019

Aug 07, 2019
BUY
N/A
2 Added 0.11%
1,809 $269,000
Q1 2019

May 07, 2019
BUY
N/A
2 Added 0.11%
1,807 $267,000
Q4 2018

Feb 12, 2019
BUY
N/A
1,805 New
1,805 $238,000

Others Institutions Holding IJS

# of Institutions
810
Shares Held
42.2M
Call Options Held
38.3K
Put Options Held
16K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email