Strategic Family Wealth Counselors, L.L.C. Ishares S&P Smallcap 600 Value Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$82.45 - $101.32 $32,980 - $40,528	400 Added 14.45%	3,169 $261,000
Q2 2022 Aug 11, 2022	SELL	$86.2 - $103.37 $39,996 - $47,963	-464 Reduced 14.35%	2,769 $247,000
Q1 2022 May 04, 2022	SELL	$97.08 - $107.22 $161,541 - $178,414	-1,664 Reduced 33.98%	3,233 $331,000
Q4 2021 Feb 08, 2022	BUY	$99.12 - $110.76 $485,390 - $542,391	4,897 New	4,897 $512,000

Others Institutions Holding IJS

# of Institutions

803

Shares Held

39.4M

Call Options Held

15.5K

Put Options Held

5.6K

Morgan Stanley New York, NY

3.47M
Shares

$367 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.45M
Shares

$365 Million
0.03% of portfolio
M&T Bank Corp

1.52M
Shares

$161 Million
0.51% of portfolio
Regions Financial Corp

1.46M
Shares

$154 Million
1.08% of portfolio
Wells Fargo & Company San Francisco, CA

1.33M
Shares

$141 Million
0.03% of portfolio

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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