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 $1.94 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

13,983

Previous 13,867 0.84%

Holding current value

$1.94 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

738

Shares Held

25.8M

Call Options Held

12.1K

Put Options Held

6.4K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

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