Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $257 Million
  • Q4 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 8,326 shares of IJS stock, worth $918,940. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,326
Previous 7,447 11.8%
Holding current value
$918,940
Previous $801,000 12.86%
% of portfolio
0.35%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$104.59 - $118.05 $91,934 - $103,765
879 Added 11.8%
8,326 $904,000
Q3 2024

Nov 05, 2024
BUY
$95.81 - $109.03 $43,114 - $49,063
450 Added 6.43%
7,447 $801,000
Q2 2024

Jul 31, 2024
BUY
$94.12 - $102.13 $131,485 - $142,675
1,397 Added 24.95%
6,997 $680,000
Q1 2024

Apr 26, 2024
BUY
$95.88 - $102.78 $148,518 - $159,206
1,549 Added 38.24%
5,600 $575,000
Q4 2023

Jan 25, 2024
BUY
$82.1 - $104.53 $332,587 - $423,451
4,051 New
4,051 $417,000

Others Institutions Holding IJS

# of Institutions
874
Shares Held
41.7M
Call Options Held
20K
Put Options Held
11.6K
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 Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio

Follow Carlton Hofferkamp & Jenks 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 Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email