Concord Wealth Partners Ishares S&P Smallcap 600 Value Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Concord Wealth Partners holds 672 shares of IJS stock, worth $74,497. This represents 0.01% of its overall portfolio holdings.

Number of Shares
672
Previous 664 1.2%
Holding current value
$74,497
Previous $64,000 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$83.54 - $100.04 $668 - $800
8 Added 1.2%
672 $66,000
Q1 2025

May 02, 2025
BUY
$96.3 - $112.23 $288 - $336
3 Added 0.45%
664 $64,000
Q4 2024

Jan 23, 2025
SELL
$104.59 - $118.05 $313 - $354
-3 Reduced 0.45%
661 $71,000
Q3 2024

Oct 24, 2024
BUY
$95.81 - $109.03 $8,718 - $9,921
91 Added 15.88%
664 $71,000
Q2 2024

Jul 31, 2024
SELL
$94.12 - $102.13 $20,518 - $22,264
-218 Reduced 27.56%
573 $55,000
Q1 2024

Apr 30, 2024
BUY
$95.88 - $102.78 $21,381 - $22,919
223 Added 39.26%
791 $81,000
Q4 2023

Apr 30, 2024
SELL
$82.1 - $104.53 $15,598 - $19,860
-190 Reduced 25.07%
568 $58,000
Q4 2023

Feb 05, 2024
SELL
$82.1 - $104.53 $15,598 - $19,860
-190 Reduced 25.07%
568 $58,000
Q3 2023

Apr 30, 2024
BUY
$87.64 - $100.82 $16,651 - $19,155
190 Added 33.45%
758 $67,000
Q3 2023

Oct 25, 2023
BUY
$87.64 - $100.82 $525 - $604
6 Added 0.8%
758 $67,000
Q2 2023

Aug 07, 2023
SELL
$87.59 - $95.56 $14,890 - $16,245
-170 Reduced 18.44%
752 $71,000
Q1 2023

Apr 26, 2023
BUY
$88.82 - $106.56 $2,931 - $3,516
33 Added 3.71%
922 $86,000
Q4 2022

Jan 27, 2023
BUY
$84.57 - $97.98 $75,182 - $87,104
889 New
889 $81,000
Q2 2022

Aug 04, 2022
BUY
$86.2 - $103.37 $2,758 - $3,307
32 Added 3.93%
847 $75,000
Q1 2022

Apr 20, 2022
SELL
$97.08 - $107.22 $48,928 - $54,038
-504 Reduced 38.21%
815 $83,000
Q4 2021

Jan 21, 2022
BUY
$99.12 - $110.76 $102,291 - $114,304
1,032 Added 359.58%
1,319 $138,000
Q3 2021

Nov 09, 2021
SELL
$96.17 - $106.29 $3,654 - $4,039
-38 Reduced 11.69%
287 $29,000
Q2 2021

Jul 29, 2021
BUY
$99.12 - $110.44 $18,832 - $20,983
190 Added 140.74%
325 $34,000
Q1 2021

May 13, 2021
SELL
$80.37 - $107.94 $15,993 - $21,480
-199 Reduced 59.58%
135 $14,000
Q4 2020

Feb 16, 2021
BUY
$62.11 - $81.5 $20,744 - $27,221
334 New
334 $27,000

Others Institutions Holding IJS

# of Institutions
898
Shares Held
39.5M
Call Options Held
31.3K
Put Options Held
38.3K
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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