Total Wealth Planning, LLC Ishares S&P Smallcap 600 Value Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Total Wealth Planning, LLC holds 8,399 shares of IJS stock, worth $925,401. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,399
Previous 7,896 6.37%
Holding current value
$925,401
Previous $785,000 18.22%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$98.99 - $112.2 $49,791 - $56,436
503 Added 6.37%
8,399 $928,000
Q2 2025

Jul 15, 2025
BUY
$83.54 - $100.04 $659,631 - $789,915
7,896 New
7,896 $785,000

Others Institutions Holding IJS

# of Institutions
911
Shares Held
39.2M
Call Options Held
27.8K
Put Options Held
14.9K
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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