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

Curated Wealth Partners LLC

  • $757 Million
  • Q1 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 $273,978. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,819
Previous 3,301 14.6%
Holding current value
$273,978
Previous $358,000 23.74%
% of portfolio
0.04%
Previous 0.04%

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
904
Shares Held
45.3M
Call Options Held
23.2K
Put Options Held
7.5K
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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