Modern Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,461 shares of IJS stock, worth $494,546. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,461
Previous 20,110 77.82%
Holding current value
$494,546
Previous $1.96 Million 77.4%
% of portfolio
0.01%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$83.54 - $100.04 $1.31 Million - $1.57 Million
-15,649 Reduced 77.82%
4,461 $443,000
Q1 2025

May 15, 2025
SELL
$96.3 - $112.23 $58.9 Million - $68.6 Million
-611,669 Reduced 96.82%
20,110 $1.96 Billion
Q4 2024

May 30, 2025
SELL
$104.59 - $118.05 $1.62 Million - $1.83 Million
-15,462 Reduced 76.89%
4,648 $504,000
Q4 2024

May 29, 2025
SELL
$104.59 - $118.05 $1.62 Million - $1.83 Million
-15,462 Reduced 76.89%
4,648 $504,000
Q4 2024

Feb 11, 2025
BUY
$104.59 - $118.05 $65.7 Million - $74.2 Million
628,381 Added 18492.67%
631,779 $68.7 Billion
Q3 2024

May 30, 2025
SELL
$95.81 - $109.03 $1.6 Million - $1.82 Million
-16,712 Reduced 83.1%
3,398 $365,000
Q3 2024

May 29, 2025
SELL
$95.81 - $109.03 $1.6 Million - $1.82 Million
-16,712 Reduced 83.1%
3,398 $365,000
Q3 2024

Nov 05, 2024
SELL
$95.81 - $109.03 $9,868 - $11,230
-103 Reduced 2.94%
3,398 $366 Million
Q2 2024

May 29, 2025
SELL
$94.12 - $102.13 $1.56 Million - $1.7 Million
-16,609 Reduced 82.59%
3,501 $340,000
Q2 2024

Aug 07, 2024
BUY
$94.12 - $102.13 $7,435 - $8,068
79 Added 2.31%
3,501 $341 Million
Q1 2024

May 28, 2025
SELL
$95.88 - $102.78 $1.6 Million - $1.72 Million
-16,687 Reduced 82.98%
3,423 $352 Million
Q1 2024

May 13, 2024
SELL
$95.88 - $102.78 $43,146 - $46,251
-450 Reduced 11.62%
3,422 $344 Million
Q4 2023

May 28, 2025
SELL
$82.1 - $104.53 $1.33 Million - $1.7 Million
-16,238 Reduced 80.75%
3,872 $399 Million
Q4 2023

Feb 14, 2024
BUY
$82.1 - $104.53 $317,891 - $404,740
3,872 New
3,872 $399 Million

Others Institutions Holding IJS

# of Institutions
896
Shares Held
39.5M
Call Options Held
31.3K
Put Options Held
38.3K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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