A detailed history of True Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,933 shares of IJS stock, worth $309,167. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,933
Previous 2,933 -0.0%
Holding current value
$309,167
Previous $301,000 5.32%
% of portfolio
0.11%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$95.88 - $102.78 $51,295 - $54,987
-535 Reduced 15.43%
2,933 $301,000
Q4 2023

Feb 08, 2024

BUY
$82.1 - $104.53 $328 - $418
4 Added 0.12%
3,468 $357,000
Q3 2023

Nov 07, 2023

SELL
$87.64 - $100.82 $30,674 - $35,287
-350 Reduced 9.18%
3,464 $309,000
Q2 2023

Jul 31, 2023

BUY
$87.59 - $95.56 $87 - $95
1 Added 0.03%
3,814 $362,000
Q1 2023

Apr 19, 2023

BUY
$88.82 - $106.56 $177 - $213
2 Added 0.05%
3,813 $356,000
Q4 2022

Jan 23, 2023

SELL
$84.57 - $97.98 $25,455 - $29,491
-301 Reduced 7.32%
3,811 $0
Q3 2022

Oct 21, 2022

SELL
$82.45 - $101.32 $361,131 - $443,781
-4,380 Reduced 51.58%
4,112 $339,000
Q2 2022

Jul 27, 2022

BUY
$86.2 - $103.37 $116,542 - $139,756
1,352 Added 18.94%
8,492 $756,000
Q1 2022

May 05, 2022

SELL
$97.08 - $107.22 $6,989 - $7,719
-72 Reduced 1.0%
7,140 $746,000
Q1 2022

May 04, 2022

BUY
$97.08 - $107.22 $6,989 - $7,719
72 Added 1.01%
7,212 $702,000
Q4 2021

Feb 02, 2022

BUY
$99.12 - $110.76 $350,983 - $392,201
3,541 Added 98.39%
7,140 $746,000
Q3 2021

Oct 25, 2021

BUY
$96.17 - $106.29 $30,485 - $33,693
317 Added 9.66%
3,599 $362,000
Q4 2020

Jan 25, 2021

BUY
$62.11 - $81.5 $203,845 - $267,483
3,282 New
3,282 $286,000

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.