Evergreen Private Wealth LLC Ishares S&P Smallcap 600 Value Transaction History

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 1,212 shares of IJS stock, worth $111,285. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,212
Previous 1,286 5.75%
Holding current value
$111,285
Previous $140 Million 15.41%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 01, 2025
SELL
$96.3 - $112.23 $7,126 - $8,305
-74 Reduced 5.75%
1,212 $118 Million
Q4 2024

Feb 06, 2025
BUY
$104.59 - $118.05 $941 - $1,062
9 Added 0.7%
1,286 $140 Million
Q3 2024

Oct 31, 2024
BUY
$95.81 - $109.03 $5,077 - $5,778
53 Added 4.33%
1,277 $137 Million
Q2 2024

Aug 12, 2024
SELL
$94.12 - $102.13 $97,508 - $105,806
-1,036 Reduced 45.84%
1,224 $119 Million
Q1 2024

Apr 16, 2024
SELL
$95.88 - $102.78 $82,648 - $88,596
-862 Reduced 27.61%
2,260 $232 Million
Q4 2023

Feb 08, 2024
BUY
$82.1 - $104.53 $256,316 - $326,342
3,122 New
3,122 $322 Million

Others Institutions Holding IJS

# of Institutions
902
Shares Held
42.3M
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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