A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,244 shares of IJT stock, worth $544,377. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,244
Previous 4,243 0.02%
Holding current value
$544,377
Previous $531 Million 4.48%
% of portfolio
0.15%
Previous 0.16%

Shares

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

May 13, 2024

BUY
$119.97 - $130.73 $119 - $130
1 Added 0.02%
4,244 $555 Million
Q4 2023

Feb 14, 2024

BUY
$103.08 - $127.26 $123,799 - $152,839
1,201 Added 39.48%
4,243 $531 Million
Q1 2023

May 16, 2023

BUY
$105.46 - $120.16 $105 - $120
1 Added 0.03%
3,042 $334 Million
Q4 2022

Feb 06, 2023

BUY
$106.74 - $117.14 $324,596 - $356,222
3,041 New
3,041 $329 Million

Others Institutions Holding IJT

About ISHARES S&P SMALL CAP 600 GROW


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

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.