Visionary Wealth Advisors Ishares S&P Smallcap 600 Value Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$86.2 - $103.37 $28,273 - $33,905	328 Added 3.9%	8,735 $778,000
Q1 2022 May 12, 2022	BUY	$97.08 - $107.22 $73,877 - $81,594	761 Added 9.95%	8,407 $861,000
Q4 2021 Feb 14, 2022	SELL	$99.12 - $110.76 $229,363 - $256,298	-2,314 Reduced 23.23%	7,646 $799,000
Q3 2021 Nov 12, 2021	BUY	$96.17 - $106.29 $41,160 - $45,492	428 Added 4.49%	9,960 $1 Million
Q2 2021 Aug 13, 2021	SELL	$99.12 - $110.44 $36,079 - $40,200	-364 Reduced 3.68%	9,532 $1.01 Million
Q1 2021 May 18, 2021	SELL	$80.37 - $107.94 $51,356 - $68,973	-639 Reduced 6.07%	9,896 $997,000
Q4 2020 Feb 16, 2021	BUY	$62.11 - $81.5 $316,264 - $414,998	5,092 Added 93.55%	10,535 $857,000
Q3 2020 Nov 16, 2020	BUY	$57.0 - $67.07 $195,852 - $230,452	3,436 Added 171.2%	5,443 $666,000
Q2 2020 Aug 14, 2020	BUY	$45.29 - $69.3 $90,897 - $139,085	2,007 New	2,007 $242,000

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

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