A detailed history of Concentric Wealth Management, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,080 shares of IJT stock, worth $441,364. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,080
Previous 3,080 -0.0%
Holding current value
$441,364
Previous $395,000 8.61%
% of portfolio
0.09%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$108.37 - $120.85 $333,779 - $372,218
3,080 New
3,080 $337,000

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

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

News

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