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

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

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 31,720 shares of IJS stock, worth $3.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,720

Previous 15,470 105.04%

Holding current value

$3.49 Million

Previous $1.54 Million 127.88%

% of portfolio

0.02%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$98.99 - $112.2 $1.61 Million - $1.82 Million	16,250 Added 105.04%	31,720 $3.51 Million
Q2 2025 Aug 11, 2025	BUY	$83.54 - $100.04 $77,023 - $92,236	922 Added 6.34%	15,470 $1.54 Million
Q1 2025 May 09, 2025	BUY	$96.3 - $112.23 $11,459 - $13,355	119 Added 0.82%	14,548 $1.42 Million
Q4 2024 Feb 03, 2025	BUY	$104.59 - $118.05 $625,866 - $706,411	5,984 Added 70.86%	14,429 $1.57 Million
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

912

Shares Held

39.3M

Call Options Held

27.8K

Put Options Held

14.9K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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