Lws Wealth Advisors, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 2,913 shares of IJT stock, worth $431,298. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,913

Previous 2,901 0.41%

Holding current value

$431,298

Previous $318,000 14.47%

% of portfolio

0.14%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$103.08 - $127.26 $1,236 - $1,527	12 Added 0.41%	2,913 $364,000
Q3 2023 Nov 13, 2023	SELL	$108.37 - $120.85 $4,985 - $5,559	-46 Reduced 1.56%	2,901 $318,000
Q2 2023 Jul 28, 2023	BUY	$104.35 - $114.93 $22,330 - $24,595	214 Added 7.83%	2,947 $338,000
Q1 2023 Apr 28, 2023	SELL	$105.46 - $120.16 $48,933 - $55,754	-464 Reduced 14.51%	2,733 $300,000
Q4 2022 Feb 14, 2023	BUY	$102.93 - $117.14 $27,173 - $30,924	264 Added 9.0%	3,197 $345,000
Q3 2022 Nov 14, 2022	BUY	$100.74 - $123.41 $604 - $740	6 Added 0.2%	2,933 $298,000
Q2 2022 Aug 05, 2022	SELL	$101.11 - $126.58 $1,415 - $1,772	-14 Reduced 0.48%	2,927 $308,000
Q1 2022 May 10, 2022	BUY	$119.16 - $140.17 $476 - $560	4 Added 0.14%	2,941 $368,000
Q4 2021 Feb 02, 2022	BUY	$130.52 - $143.62 $391 - $430	3 Added 0.1%	2,937 $408,000
Q3 2021 Nov 09, 2021	BUY	$125.08 - $136.86 $250 - $273	2 Added 0.07%	2,934 $382,000
Q2 2021 Jul 23, 2021	BUY	$122.71 - $133.56 $10,307 - $11,219	84 Added 2.95%	2,932 $389,000
Q1 2021 Apr 29, 2021	SELL	$113.22 - $134.41 $77,216 - $91,667	-682 Reduced 19.32%	2,848 $365,000
Q4 2020 Jan 20, 2021	BUY	$89.39 - $115.31 $155,002 - $199,947	1,734 Added 96.55%	3,530 $403,000
Q3 2020 Nov 10, 2020	BUY	$82.72 - $94.57 $8,437 - $9,646	102 Added 6.02%	1,796 $317,000
Q2 2020 Aug 05, 2020	SELL	$62.95 - $90.62 $102,545 - $147,619	-1,629 Reduced 49.02%	1,694 $307,000
Q1 2020 May 04, 2020	SELL	$59.73 - $99.87 $71,676 - $119,844	-1,200 Reduced 26.53%	3,323 $458,000
Q4 2019 Feb 06, 2020	BUY	$86.46 - $97.01 $391,058 - $438,776	4,523 New	4,523 $875,000

Others Institutions Holding IJT

# of Institutions

757

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Lws Wealth Advisors, Inc. Ishares S&P Small Cap 600 Grow Transaction History