9258 Wealth Management, LLC Ishares S&P Small Cap 600 Grow Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,078 shares of IJT stock, worth $433,136. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,078

Previous 3,090 0.39%

Holding current value

$433,136

Previous $396,000 8.33%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$127.29 - $141.5 $1,527 - $1,698	-12 Reduced 0.39%	3,078 $429,000
Q2 2024 Aug 02, 2024	SELL	$121.57 - $132.2 $58,110 - $63,191	-478 Reduced 13.4%	3,090 $396,000
Q1 2024 May 03, 2024	SELL	$119.97 - $130.73 $14,996 - $16,341	-125 Reduced 3.38%	3,568 $466,000
Q4 2023 Feb 06, 2024	SELL	$103.08 - $127.26 $515 - $636	-5 Reduced 0.14%	3,693 $462,000
Q2 2023 Aug 08, 2023	SELL	$104.35 - $114.93 $12,417 - $13,676	-119 Reduced 3.12%	3,698 $425,000
Q1 2023 May 03, 2023	SELL	$105.46 - $120.16 $63,170 - $71,975	-599 Reduced 13.56%	3,817 $419,000
Q4 2022 Feb 03, 2023	SELL	$102.93 - $117.14 $4,425 - $5,037	-43 Reduced 0.96%	4,416 $477,000
Q3 2022 Nov 08, 2022	SELL	$100.74 - $123.41 $52,586 - $64,420	-522 Reduced 10.48%	4,459 $453,000
Q2 2022 Aug 04, 2022	SELL	$101.11 - $126.58 $13,548 - $16,961	-134 Reduced 2.62%	4,981 $525,000
Q1 2022 May 13, 2022	BUY	$119.16 - $140.17 $132,863 - $156,289	1,115 Added 27.88%	5,115 $640,000
Q4 2021 Feb 11, 2022	BUY	$130.52 - $143.62 $522,080 - $574,480	4,000 New	4,000 $555,000

Others Institutions Holding IJT

# of Institutions

782

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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9258 Wealth Management, LLC Ishares S&P Small Cap 600 Grow Transaction History