Tru Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,448 shares of IJT stock, worth $510,510. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,448

Previous 3,581 3.71%

Holding current value

$510,510

Previous $459,000 4.58%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$127.29 - $141.5 $16,929 - $18,819	-133 Reduced 3.71%	3,448 $480,000
Q2 2024 Jul 16, 2024	SELL	$121.57 - $132.2 $972 - $1,057	-8 Reduced 0.22%	3,581 $459,000
Q1 2024 Apr 15, 2024	BUY	$119.97 - $130.73 $430,572 - $469,189	3,589 New	3,589 $469,000
Q4 2022 Jan 27, 2023	BUY	$102.93 - $117.14 $125,162 - $142,442	1,216 Added 5.42%	23,643 $0
Q3 2022 Oct 24, 2022	BUY	$100.74 - $123.41 $168,336 - $206,218	1,671 Added 8.05%	22,427 $2.28 Million
Q2 2022 Jul 22, 2022	BUY	$101.11 - $126.58 $240,338 - $300,880	2,377 Added 12.93%	20,756 $2.19 Million
Q1 2022 Apr 27, 2022	BUY	$119.16 - $140.17 $408,837 - $480,923	3,431 Added 22.95%	18,379 $2.3 Million
Q4 2021 Jan 19, 2022	BUY	$130.52 - $143.62 $93,582 - $102,975	717 Added 5.04%	14,948 $2.08 Million
Q3 2021 Oct 29, 2021	BUY	$125.08 - $136.86 $110,070 - $120,436	880 Added 6.59%	14,231 $1.85 Million
Q2 2021 Jul 29, 2021	BUY	$122.71 - $133.56 $42,457 - $46,211	346 Added 2.66%	13,351 $1.77 Million
Q1 2021 May 10, 2021	BUY	$113.22 - $134.41 $516,169 - $612,775	4,559 Added 53.98%	13,005 $1.67 Million
Q4 2020 Jan 26, 2021	BUY	$89.39 - $115.31 $754,987 - $973,908	8,446 New	8,446 $964,000

Others Institutions Holding IJT

# of Institutions

757

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
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Tru Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History