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

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$86.2 - $103.37 $2.37 Million - $2.85 Million	27,548 New	27,548 $2.45 Million
Q4 2021 Feb 15, 2022	SELL	$99.12 - $110.76 $26,167 - $29,240	-264 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$96.17 - $106.29 $7,885 - $8,715	82 Added 45.05%	264 $27,000
Q2 2021 Aug 13, 2021	SELL	$99.12 - $110.44 $1.88 Million - $2.1 Million	-19,006 Reduced 99.05%	182 $19,000
Q2 2021 Aug 13, 2021	BUY	$99.12 - $110.44 $1.88 Million - $2.1 Million	19,006 Added 10442.86%	19,188 $182,000
Q4 2020 Feb 09, 2021	BUY	$62.11 - $81.5 $5,652 - $7,416	91 Added 100.0%	182 $15,000
Q2 2020 Aug 04, 2020	BUY	$45.29 - $69.3 $2,264 - $3,465	50 Added 121.95%	91 $11,000
Q4 2018 Mar 26, 2019	BUY	N/A	41 New	41 $5,000

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

About ISHARES S&P SMALLCAP 600 VALUE

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