Dougherty Wealth Advisers LLC Ishares S&P Small Cap 600 Grow Transaction History

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 305 shares of IJT stock, worth $36,825. This represents 0.03% of its overall portfolio holdings.

Number of Shares
305
Previous 2,489 87.75%
Holding current value
$36,825
Previous $336,000 88.99%
% of portfolio
0.03%
Previous 0.26%

Shares

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

Apr 25, 2025
SELL
$121.0 - $142.28 $264,264 - $310,739
-2,184 Reduced 87.75%
305 $37,000
Q4 2024

Jan 24, 2025
BUY
$134.53 - $150.65 $334,845 - $374,967
2,489 New
2,489 $336,000
Q2 2020

Aug 11, 2020
SELL
$62.95 - $90.62 $104,811 - $150,882
-1,665 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$75.74 - $99.46 $126,107 - $165,600
1,665 New
1,665 $294,000

Others Institutions Holding IJT

# of Institutions
801
Shares Held
27.8M
Call Options Held
9.9K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
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