Lumature Wealth Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 13,983 shares of IJT stock, worth $1.89 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

13,983

Previous 13,867 0.84%

Holding current value

$1.89 Million

Previous $1.52 Million 5.45%

% of portfolio

0.96%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$104.35 - $114.93 $12,104 - $13,331	116 Added 0.84%	13,983 $1.61 Million
Q1 2023 May 15, 2023	SELL	$105.46 - $120.16 $46,402 - $52,870	-440 Reduced 3.08%	13,867 $1.52 Million
Q4 2022 Feb 14, 2023	SELL	$102.93 - $117.14 $4,940 - $5,622	-48 Reduced 0.33%	14,307 $1.55 Million
Q3 2022 Nov 10, 2022	SELL	$100.74 - $123.41 $45,131 - $55,287	-448 Reduced 3.03%	14,355 $1.46 Million
Q2 2022 Aug 10, 2022	SELL	$101.11 - $126.58 $93,830 - $117,466	-928 Reduced 5.9%	14,803 $1.56 Million
Q1 2022 May 13, 2022	BUY	$119.16 - $140.17 $59,699 - $70,225	501 Added 3.29%	15,731 $1.97 Million
Q4 2021 Feb 10, 2022	BUY	$130.52 - $143.62 $172,547 - $189,865	1,322 Added 9.51%	15,230 $2.11 Million
Q3 2021 Oct 29, 2021	BUY	$125.08 - $136.86 $156,475 - $171,211	1,251 Added 9.88%	13,908 $1.81 Million
Q2 2021 Aug 10, 2021	BUY	$122.71 - $133.56 $113,629 - $123,676	926 Added 7.89%	12,657 $1.68 Million
Q1 2021 May 11, 2021	BUY	$113.22 - $134.41 $302,637 - $359,277	2,673 Added 29.51%	11,731 $1.5 Million
Q4 2020 Feb 08, 2021	BUY	$89.39 - $115.31 $809,694 - $1.04 Million	9,058 New	9,058 $1.03 Million

Others Institutions Holding IJT

# of Institutions

802

Shares Held

27.5M

Call Options Held

5.3K

Put Options Held

4.22K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Ishares S&P Small Cap 600 Grow Transaction History