A detailed history of Lumature Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 16,535 shares of IJS stock, worth $1.8 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
16,535
Previous 16,362 1.06%
Holding current value
$1.8 Million
Previous $1.53 Million 2.68%
% of portfolio
0.94%
Previous 0.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$87.59 - $95.56 $15,153 - $16,531
173 Added 1.06%
16,535 $1.57 Million
Q1 2023

May 15, 2023

SELL
$88.82 - $106.56 $88,109 - $105,707
-992 Reduced 5.72%
16,362 $1.53 Million
Q4 2022

Feb 14, 2023

BUY
$84.57 - $97.98 $14,376 - $16,656
170 Added 0.99%
17,354 $1.58 Million
Q3 2022

Nov 10, 2022

SELL
$82.45 - $101.32 $10,800 - $13,272
-131 Reduced 0.76%
17,184 $1.42 Million
Q2 2022

Aug 10, 2022

BUY
$86.2 - $103.37 $74,045 - $88,794
859 Added 5.22%
17,315 $1.54 Million
Q1 2022

May 13, 2022

SELL
$97.08 - $107.22 $13,785 - $15,225
-142 Reduced 0.86%
16,456 $1.69 Million
Q4 2021

Feb 10, 2022

BUY
$99.12 - $110.76 $125,585 - $140,332
1,267 Added 8.26%
16,598 $1.73 Million
Q3 2021

Oct 29, 2021

BUY
$96.17 - $106.29 $100,016 - $110,541
1,040 Added 7.28%
15,331 $1.54 Million
Q2 2021

Aug 10, 2021

BUY
$99.12 - $110.44 $6,541 - $7,289
66 Added 0.46%
14,291 $1.51 Million
Q1 2021

May 11, 2021

BUY
$80.37 - $107.94 $242,637 - $325,870
3,019 Added 26.94%
14,225 $1.43 Million
Q4 2020

Feb 08, 2021

BUY
$62.11 - $81.5 $696,004 - $913,289
11,206 New
11,206 $911,000

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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