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

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $246 Million
  • Q2 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 6,997 shares of IJS stock, worth $729,927. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,997
Previous 5,600 24.95%
Holding current value
$729,927
Previous $575,000 18.26%
% of portfolio
0.28%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
803
Shares Held
39.4M
Call Options Held
15.5K
Put Options Held
5.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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