Paradigm, Strategies In Wealth Management, LLC Ishares S&P Small Cap 600 Grow Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$125.08 - $136.86 $41,276 - $45,163	-330 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$113.22 - $134.41 $37,362 - $44,355	330 New	330 $42,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

Dynasty Wealth Management, LLC St. Petersburg, FL

4.35M
Shares

$635 Million
4.66% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$466 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$272 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.16M
Shares

$168 Million
0.04% of portfolio
Ubs Group Ag

1.14M
Shares

$165 Million
0.04% of portfolio

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About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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