True Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

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 $328,202. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,933
Previous 2,933 -0.0%
Holding current value
$328,202
Previous $285,000 10.53%
% of portfolio
0.12%
Previous 0.11%

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

# 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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