Southern Wealth Management, LLP Ishares S&P Smallcap 600 Value Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Southern Wealth Management, LLP holds 3,139 shares of IJS stock, worth $351,473. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,128 0.35%
Holding current value
$351,473
Previous $285,000 2.81%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$88.82 - $106.56 $977 - $1,172
11 Added 0.35%
3,139 $293,000
Q4 2022

Feb 13, 2023
BUY
$84.57 - $97.98 $761 - $881
9 Added 0.29%
3,128 $285,000
Q3 2022

Nov 14, 2022
BUY
$82.45 - $101.32 $257,161 - $316,017
3,119 New
3,119 $294,000
Q2 2020

Aug 14, 2020
SELL
$45.29 - $69.3 $307,881 - $471,101
-6,798 Closed
0 $0
Q4 2019

May 14, 2020
BUY
$72.03 - $80.55 $489,659 - $547,578
6,798 New
6,798 $1.09 Million

Others Institutions Holding IJS

# of Institutions
848
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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