Curio Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Curio Wealth, LLC holds 111 shares of IJS stock, worth $11,904. This represents 0.01% of its overall portfolio holdings.

Number of Shares

111

Holding current value

$11,904

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$104.59 - $118.05 $11,609 - $13,103	111 New	111 $12.1 Million

Others Institutions Holding IJS

# of Institutions

891

Shares Held

41.9M

Call Options Held

20K

Put Options Held

11.6K

Morgan Stanley New York, NY

3.49M
Shares

$374 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$361 Million
0.03% of portfolio
Regions Financial Corp

1.5M
Shares

$160 Million
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

1.39M
Shares

$149 Million
0.03% of portfolio
M&T Bank Corp

1.22M
Shares

$130 Million
0.06% of portfolio

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

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