Curated Wealth Partners LLC Ishares S&P Smallcap 600 Value Transaction History

Curated Wealth Partners LLC

  • $791 Million
  • Q3 2025

A detailed history of Curated Wealth Partners LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Curated Wealth Partners LLC holds 2,819 shares of IJS stock, worth $312,514. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,819
Previous 2,819 -0.0%
Holding current value
$312,514
Previous $280,000 11.07%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$96.3 - $112.23 $46,416 - $54,094
-482 Reduced 14.6%
2,819 $273,000
Q4 2024

Jan 21, 2025
BUY
$104.59 - $118.05 $135,234 - $152,638
1,293 Added 64.39%
3,301 $358,000
Q3 2024

Oct 04, 2024
BUY
$95.81 - $109.03 $192,386 - $218,932
2,008 New
2,008 $216,000
Q4 2023

Jan 08, 2024
SELL
$82.1 - $104.53 $172,410 - $219,513
-2,100 Reduced 51.12%
2,008 $206,000
Q2 2021

Aug 11, 2021
BUY
$99.12 - $110.44 $407,184 - $453,687
4,108 New
4,108 $433,000

Others Institutions Holding IJS

# of Institutions
901
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
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners 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 Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email