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

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,767 shares of IJS stock, worth $320,031. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,767
Previous 3,188 13.21%
Holding current value
$320,031
Previous $310 Million 3.93%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Nov 13, 2024
SELL
$95.81 - $109.03 $40,336 - $45,901
-421 Reduced 13.21%
2,767 $298 Million
Q2 2024

Aug 09, 2024
SELL
$94.12 - $102.13 $757,383 - $821,840
-8,047 Reduced 71.62%
3,188 $310 Million
Q1 2024

May 17, 2024
BUY
$95.88 - $102.78 $29,531 - $31,656
308 Added 2.82%
11,235 $1.15 Billion
Q4 2023

Feb 01, 2024
BUY
$82.1 - $104.53 $897,106 - $1.14 Million
10,927 New
10,927 $1.13 Billion

Others Institutions Holding IJS

# of Institutions
848
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
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