Outlook Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$100.74 - $123.41 $9,167 - $11,230	-91 Reduced 2.62%	3,382 $344,000
Q2 2022 Jul 28, 2022	SELL	$101.11 - $126.58 $20,929 - $26,202	-207 Reduced 5.63%	3,473 $366,000
Q1 2022 Jul 28, 2022	BUY	$119.16 - $140.17 $110,937 - $130,498	931 Added 33.87%	3,680 $460,000
Q1 2022 May 13, 2022	SELL	$119.16 - $140.17 $114,393 - $134,563	-960 Reduced 25.88%	2,749 $344,000
Q4 2021 Jan 21, 2022	SELL	$130.52 - $143.62 $21,405 - $23,553	-164 Reduced 4.23%	3,709 $515,000
Q3 2021 Oct 22, 2021	SELL	$125.08 - $136.86 $51,407 - $56,249	-411 Reduced 9.59%	3,873 $504,000
Q2 2021 Jul 21, 2021	SELL	$122.71 - $133.56 $383,714 - $417,642	-3,127 Reduced 42.19%	4,284 $568,000
Q1 2021 May 04, 2021	SELL	$113.22 - $134.41 $18,681 - $22,177	-165 Reduced 2.18%	7,411 $950,000
Q4 2020 Feb 04, 2021	BUY	$89.39 - $115.31 $337,089 - $434,834	3,771 Added 99.11%	7,576 $865,000
Q3 2020 Nov 10, 2020	SELL	$82.72 - $94.57 $24,981 - $28,560	-302 Reduced 7.35%	3,805 $671,000
Q2 2020 Jul 17, 2020	SELL	$62.95 - $90.62 $10,323 - $14,861	-164 Reduced 3.84%	4,107 $697,000
Q1 2020 Apr 16, 2020	SELL	$59.73 - $99.87 $23,533 - $39,348	-394 Reduced 8.45%	4,271 $589,000
Q4 2019 Feb 12, 2020	SELL	$86.46 - $97.01 $1,037 - $1,164	-12 Reduced 0.26%	4,665 $902,000
Q3 2019 Oct 17, 2019	BUY	$86.64 - $92.93 $405,215 - $434,633	4,677 New	4,677 $834,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.