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

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 8,445 shares of IJS stock, worth $923,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,445
Previous 8,127 3.91%
Holding current value
$923,798
Previous $790,000 15.06%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$95.81 - $109.03 $30,467 - $34,671
318 Added 3.91%
8,445 $909,000
Q2 2024

Aug 08, 2024
BUY
$94.12 - $102.13 $13,741 - $14,910
146 Added 1.83%
8,127 $790,000
Q1 2024

May 06, 2024
SELL
$95.88 - $102.78 $39,310 - $42,139
-410 Reduced 4.89%
7,981 $820,000
Q4 2023

Feb 06, 2024
SELL
$82.1 - $104.53 $37,109 - $47,247
-452 Reduced 5.11%
8,391 $864,000
Q3 2023

Nov 06, 2023
BUY
$87.64 - $100.82 $57,316 - $65,936
654 Added 7.99%
8,843 $788,000
Q2 2023

Jul 31, 2023
SELL
$87.59 - $95.56 $132,348 - $144,391
-1,511 Reduced 15.58%
8,189 $778,000
Q1 2023

May 09, 2023
BUY
$88.82 - $106.56 $21,050 - $25,254
237 Added 2.5%
9,700 $907,000
Q4 2022

Feb 13, 2023
BUY
$84.57 - $97.98 $117,721 - $136,388
1,392 Added 17.25%
9,463 $864,000
Q3 2022

Nov 14, 2022
BUY
$82.45 - $101.32 $272,662 - $335,065
3,307 Added 69.42%
8,071 $665,000
Q2 2022

Aug 09, 2022
BUY
$86.2 - $103.37 $78,355 - $93,963
909 Added 23.58%
4,764 $424,000
Q1 2022

May 09, 2022
BUY
$97.08 - $107.22 $29,221 - $32,273
301 Added 8.47%
3,855 $395,000
Q4 2021

Feb 14, 2022
SELL
$99.12 - $110.76 $35,484 - $39,652
-358 Reduced 9.15%
3,554 $371,000
Q3 2021

Nov 15, 2021
SELL
$96.17 - $106.29 $105,594 - $116,706
-1,098 Reduced 21.92%
3,912 $394,000
Q2 2021

Aug 13, 2021
SELL
$99.12 - $110.44 $105,860 - $117,949
-1,068 Reduced 17.57%
5,010 $528,000
Q1 2021

May 17, 2021
BUY
$80.37 - $107.94 $1,125 - $1,511
14 Added 0.23%
6,078 $612,000
Q4 2020

Feb 16, 2021
BUY
$62.11 - $81.5 $376,635 - $494,216
6,064 New
6,064 $493,000
Q2 2020

Aug 14, 2020
SELL
$45.29 - $69.3 $280,073 - $428,551
-6,184 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$44.17 - $81.02 $273,147 - $501,027
6,184 New
6,184 $618,000

Others Institutions Holding IJS

# of Institutions
850
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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