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

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,000 shares of IJS stock, worth $231,320. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,000
Holding current value
$231,320
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$95.81 - $109.03 $191,620 - $218,060
2,000 New
2,000 $215,000
Q4 2023

Jan 11, 2024
BUY
$82.1 - $104.53 $164,200 - $209,060
2,000 New
2,000 $206,000
Q4 2020

Mar 05, 2021
BUY
$62.11 - $81.5 $93,165 - $122,250
1,500 Added 150.0%
2,500 $203,000
Q3 2020

Nov 19, 2020
BUY
$57.0 - $67.07 $57,000 - $67,070
1,000 New
1,000 $122,000

Others Institutions Holding IJS

# of Institutions
848
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
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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