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

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Bogart Wealth, LLC holds 884 shares of IJT stock, worth $131,813. This represents 0.01% of its overall portfolio holdings.

Number of Shares

884

Previous 884 -0.0%

Holding current value

$131,813

Previous $113,000 8.85%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$121.57 - $132.2 $4,254 - $4,627	35 Added 4.12%	884 $113,000
Q1 2024 Apr 25, 2024	SELL	$119.97 - $130.73 $10,797 - $11,765	-90 Reduced 9.58%	849 $110,000
Q4 2022 Feb 06, 2023	BUY	$102.93 - $117.14 $31,908 - $36,313	310 Added 49.28%	939 $101,000
Q2 2022 Jul 22, 2022	SELL	$101.11 - $126.58 $2,831 - $3,544	-28 Reduced 4.26%	629 $66,000
Q4 2021 Jan 19, 2022	BUY	$130.52 - $143.62 $4,046 - $4,452	31 Added 4.95%	657 $91,000
Q3 2021 Oct 15, 2021	SELL	$125.08 - $136.86 $1,000 - $1,094	-8 Reduced 1.26%	626 $81,000
Q2 2021 Aug 06, 2021	SELL	$122.71 - $133.56 $981 - $1,068	-8 Reduced 1.25%	634 $84,000
Q4 2020 Jan 14, 2021	BUY	$89.39 - $115.31 $28,694 - $37,014	321 Added 100.0%	642 $73,000
Q2 2020 Jul 08, 2020	SELL	$62.95 - $90.62 $4,721 - $6,796	-75 Reduced 18.94%	321 $55,000
Q1 2020 Apr 20, 2020	SELL	$59.73 - $99.87 $477 - $798	-8 Reduced 1.98%	396 $55,000
Q1 2019 Apr 08, 2019	BUY	$78.94 - $92.95 $5,920 - $6,971	75 Added 22.8%	404 $72,000
Q1 2018 Apr 13, 2018	BUY	$81.75 - $90.37 $1,226 - $1,355	15 Added 4.78%	329 $58,000
Q3 2017 Oct 12, 2017	BUY	$79.86 - $82.25 $25,076 - $25,826	314	314 $52,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

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About ISHARES S&P SMALL CAP 600 GROW

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