Mission Wealth Management, LP Ishares S&P Smallcap 600 Value Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Mission Wealth Management, LP holds 1,861 shares of IJS stock, worth $210,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,861
Holding current value
$210,367
% of portfolio
0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$95.81 - $109.03 $178,302 - $202,904
1,861 New
1,861 $200,000
Q1 2024

Apr 30, 2024
SELL
$95.88 - $102.78 $56,665 - $60,742
-591 Reduced 23.19%
1,958 $201,000
Q4 2023

Feb 05, 2024
BUY
$82.1 - $104.53 $209,272 - $266,446
2,549 New
2,549 $262,000
Q1 2021

May 10, 2021
SELL
$80.37 - $107.94 $526,584 - $707,222
-6,552 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
$62.11 - $81.5 $215,708 - $283,049
3,473 Added 112.8%
6,552 $533,000
Q2 2020

Aug 03, 2020
SELL
$45.29 - $69.3 $10,597 - $16,216
-234 Reduced 7.06%
3,079 $371,000
Q1 2020

Apr 10, 2020
SELL
$44.17 - $81.02 $18,772 - $34,433
-425 Reduced 11.37%
3,313 $331,000
Q4 2019

Jan 21, 2020
BUY
$72.03 - $80.55 $14,694 - $16,432
204 Added 5.77%
3,738 $601,000
Q3 2019

Oct 16, 2019
SELL
$74.24 - $77.45 $18,188 - $18,975
-245 Reduced 6.48%
3,534 $531,000
Q2 2019

Aug 09, 2019
BUY
N/A
65 Added 1.75%
3,779 $562,000
Q4 2018

Feb 08, 2019
BUY
N/A
210 Added 5.99%
3,714 $490,000
Q3 2018

Nov 01, 2018
BUY
N/A
227 Added 6.93%
3,504 $585,000
Q2 2018

Aug 08, 2018
BUY
N/A
283 Added 9.45%
3,277 $535,000
Q1 2018

May 04, 2018
BUY
N/A
2,994 New
2,994 $452,000

Others Institutions Holding IJS

# of Institutions
849
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email