Tobias Financial Advisors, Inc. Ishares S&P Smallcap 600 Value Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 13,271 shares of IJS stock, worth $1.45 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,271

Previous 13,259 0.09%

Holding current value

$1.45 Million

Previous $1.29 Million 10.78%

% of portfolio

0.29%

Previous 0.29%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$95.81 - $109.03 $1,149 - $1,308	12 Added 0.09%	13,271 $1.43 Million
Q2 2024 Aug 13, 2024	BUY	$94.12 - $102.13 $1,035 - $1,123	11 Added 0.08%	13,259 $1.29 Million
Q4 2023 Feb 14, 2024	BUY	$82.1 - $104.53 $1,888 - $2,404	23 Added 0.17%	13,248 $1.37 Million
Q1 2023 Apr 24, 2023	SELL	$88.82 - $106.56 $9,681 - $11,615	-109 Reduced 0.82%	13,225 $1.24 Million
Q4 2022 Feb 13, 2023	SELL	$84.57 - $97.98 $12,008 - $13,913	-142 Reduced 1.05%	13,334 $1.22 Million
Q3 2022 Nov 14, 2022	BUY	$82.45 - $101.32 $39,081 - $48,025	474 Added 3.65%	13,476 $1.11 Million
Q2 2022 Aug 12, 2022	SELL	$86.2 - $103.37 $1,896 - $2,274	-22 Reduced 0.17%	13,002 $1.16 Million
Q1 2022 May 09, 2022	BUY	$97.08 - $107.22 $1.26 Million - $1.4 Million	13,024 New	13,024 $1.33 Million
Q4 2021 Feb 09, 2022	SELL	$99.12 - $110.76 $1.37 Million - $1.54 Million	-13,869 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$96.17 - $106.29 $1,923 - $2,125	-20 Reduced 0.14%	13,869 $1.4 Million
Q2 2021 Aug 12, 2021	SELL	$99.12 - $110.44 $3,568 - $3,975	-36 Reduced 0.26%	13,889 $1.46 Million
Q1 2021 May 07, 2021	BUY	$80.37 - $107.94 $225,920 - $303,419	2,811 Added 25.29%	13,925 $1.4 Million
Q4 2020 Feb 12, 2021	BUY	$62.11 - $81.5 $340,300 - $446,538	5,479 Added 97.23%	11,114 $904,000
Q3 2020 Nov 05, 2020	SELL	$57.0 - $67.07 $66,006 - $77,667	-1,158 Reduced 17.05%	5,635 $690,000
Q2 2020 Nov 05, 2020	SELL	$45.29 - $69.3 $265,625 - $406,444	-5,865 Reduced 46.33%	6,793 $818,000
Q1 2020 May 13, 2020	BUY	$44.17 - $81.02 $72,924 - $133,764	1,651 Added 15.0%	12,658 $1.27 Million
Q4 2019 Feb 04, 2020	BUY	$72.03 - $80.55 $792,834 - $886,613	11,007 New	11,007 $1.77 Million

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Tobias Financial Advisors, Inc. Ishares S&P Smallcap 600 Value Transaction History