A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,569 shares of IJT stock, worth $232,306. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,569
Previous 1,562 0.45%
Holding current value
$232,306
Previous $200,000 9.0%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$127.29 - $141.5 $891 - $990
7 Added 0.45%
1,569 $218,000
Q1 2024

Apr 22, 2024

BUY
$119.97 - $130.73 $187,393 - $204,200
1,562 New
1,562 $204,000
Q1 2022

Apr 26, 2022

SELL
$119.16 - $140.17 $127,739 - $150,262
-1,072 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$130.52 - $143.62 $139,917 - $153,960
1,072 New
1,072 $148,000

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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.