Novak & Powell Financial Services, Inc. Ishares S&P Smallcap 600 Value Transaction History

Novak & Powell Financial Services, Inc.

$161 Billion
Q1 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 6,935 shares of IJS stock, worth $671,793. This represents 0.42% of its overall portfolio holdings.

Number of Shares

6,935

Previous 8,119 14.58%

Holding current value

$671,793

Previous $882 Million 23.34%

% of portfolio

0.42%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$96.3 - $112.23 $114,019 - $132,880	-1,184 Reduced 14.58%	6,935 $676 Million
Q4 2024 Feb 14, 2025	SELL	$104.59 - $118.05 $1.13 Million - $1.28 Million	-10,813 Reduced 57.11%	8,119 $882 Million
Q3 2024 Nov 14, 2024	BUY	$95.81 - $109.03 $574 - $654	6 Added 0.03%	18,932 $2.04 Billion
Q2 2024 Aug 15, 2024	BUY	$94.12 - $102.13 $1.02 Million - $1.1 Million	10,794 Added 132.73%	18,926 $1.84 Billion
Q1 2024 May 15, 2024	SELL	$95.88 - $102.78 $1.01 Million - $1.08 Million	-10,488 Reduced 56.33%	8,132 $836 Million
Q4 2023 Feb 21, 2024	BUY	$82.1 - $104.53 $1.53 Million - $1.95 Million	18,620 New	18,620 $1.92 Billion

Others Institutions Holding IJS

# of Institutions

901

Shares Held

41.4M

Call Options Held

17.8K

Put Options Held

8.7K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Novak & Powell Financial Services, Inc. Ishares S&P Smallcap 600 Value Transaction History