A detailed history of Keystone Wealth Services, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 3,661 shares of IJS stock, worth $423,431. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,661
Previous 3,134 16.82%
Holding current value
$423,431
Previous $304,000 29.61%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 15, 2024

BUY
$95.81 - $109.03 $50,491 - $57,458
527 Added 16.82%
3,661 $394,000
Q4 2023

Jan 17, 2024

SELL
$82.1 - $104.53 $4,679 - $5,958
-57 Reduced 1.79%
3,134 $323,000
Q3 2023

Oct 05, 2023

SELL
$87.64 - $100.82 $24,889 - $28,632
-284 Reduced 8.17%
3,191 $284,000
Q2 2023

Jul 20, 2023

SELL
$87.59 - $95.56 $127,005 - $138,562
-1,450 Reduced 29.44%
3,475 $330,000
Q1 2023

Apr 07, 2023

SELL
$88.82 - $106.56 $16,431 - $19,713
-185 Reduced 3.62%
4,925 $460,000
Q4 2022

Feb 09, 2023

BUY
$84.57 - $97.98 $17,675 - $20,477
209 Added 4.26%
5,110 $466,000
Q3 2022

Oct 31, 2022

SELL
$82.45 - $101.32 $277,279 - $340,739
-3,363 Reduced 40.69%
4,901 $404,000
Q2 2022

Jul 13, 2022

BUY
$86.2 - $103.37 $407,898 - $489,146
4,732 Added 133.98%
8,264 $736,000
Q1 2022

Apr 21, 2022

BUY
$97.08 - $107.22 $1,747 - $1,929
18 Added 0.51%
3,532 $362,000
Q4 2021

Feb 14, 2022

BUY
$99.12 - $110.76 $348,307 - $389,210
3,514 New
3,514 $367,000

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.