Paradigm, Strategies In Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$96.17 - $106.29 $140,312 - $155,077	-1,459 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$99.12 - $110.44 $32,808 - $36,555	-331 Reduced 18.49%	1,459 $154,000
Q1 2021 Apr 29, 2021	BUY	$80.37 - $107.94 $143,862 - $193,212	1,790 New	1,790 $180,000

Others Institutions Holding IJS

# of Institutions

849

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

Morgan Stanley New York, NY

3.49M
Shares

$408 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$394 Million
0.03% of portfolio
M&T Bank Corp

1.52M
Shares

$178 Million
0.54% of portfolio
Regions Financial Corp

1.5M
Shares

$175 Million
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$152 Million
0.03% of portfolio

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About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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