A detailed history of Phillips Financial Management, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Phillips Financial Management, LLC holds 661 shares of IJT stock, worth $90,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
661
Previous 701 5.71%
Holding current value
$90,999
Previous $91,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$121.57 - $132.2 $4,862 - $5,288
-40 Reduced 5.71%
661 $84,000
Q4 2023

Jan 25, 2024

SELL
$103.08 - $127.26 $4,844 - $5,981
-47 Reduced 6.28%
701 $87,000
Q2 2023

Aug 11, 2023

SELL
$104.35 - $114.93 $96,419 - $106,195
-924 Reduced 55.26%
748 $85,000
Q3 2022

Nov 08, 2022

BUY
$100.74 - $123.41 $168,437 - $206,341
1,672 New
1,672 $170,000
Q2 2022

Jul 22, 2022

SELL
$101.11 - $126.58 $169,055 - $211,641
-1,672 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$119.16 - $140.17 $199,235 - $234,364
1,672 New
1,672 $209,000

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
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