Wellspring Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Wellspring Financial Advisors, LLC

  • $838 Billion
  • Q3 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 3,966 shares of IJT stock, worth $563,608. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,966
Previous 3,466 14.43%
Holding current value
$563,608
Previous $445 Million 24.28%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 13, 2024
BUY
$127.29 - $141.5 $63,645 - $70,750
500 Added 14.43%
3,966 $553 Million
Q2 2024

Aug 12, 2024
BUY
$121.57 - $132.2 $1,215 - $1,322
10 Added 0.29%
3,466 $445 Million
Q1 2024

May 01, 2024
BUY
$119.97 - $130.73 $3,119 - $3,398
26 Added 0.76%
3,456 $452 Million
Q4 2023

Feb 13, 2024
BUY
$103.08 - $127.26 $1,958 - $2,417
19 Added 0.56%
3,430 $429 Million
Q2 2023

Aug 11, 2023
BUY
$104.35 - $114.93 $1,043 - $1,149
10 Added 0.29%
3,411 $392 Million
Q1 2023

May 12, 2023
BUY
$105.46 - $120.16 $949 - $1,081
9 Added 0.27%
3,401 $374 Million
Q4 2022

Feb 13, 2023
BUY
$102.93 - $117.14 $1,132 - $1,288
11 Added 0.33%
3,392 $366,000
Q3 2022

Nov 14, 2022
BUY
$100.74 - $123.41 $1,208 - $1,480
12 Added 0.36%
3,381 $344,000
Q1 2022

May 10, 2022
BUY
$119.16 - $140.17 $714 - $841
6 Added 0.18%
3,369 $421,000
Q4 2021

Jan 03, 2022
BUY
$130.52 - $143.62 $652 - $718
5 Added 0.15%
3,363 $467,000
Q3 2021

Nov 12, 2021
BUY
$125.08 - $136.86 $1,250 - $1,368
10 Added 0.3%
3,358 $437,000
Q2 2021

Aug 13, 2021
BUY
$122.71 - $133.56 $42,089 - $45,811
343 Added 11.41%
3,348 $444,000
Q1 2021

May 17, 2021
SELL
$113.22 - $134.41 $301,051 - $357,396
-2,659 Reduced 46.95%
3,005 $414,000
Q4 2020

Feb 16, 2021
BUY
$89.39 - $115.31 $236,525 - $305,110
2,646 Added 87.67%
5,664 $647,000
Q3 2020

Nov 13, 2020
BUY
$82.72 - $94.57 $579 - $661
7 Added 0.23%
3,018 $532,000
Q2 2020

Aug 14, 2020
BUY
$62.95 - $90.62 $377 - $543
6 Added 0.2%
3,011 $511,000
Q1 2020

May 14, 2020
BUY
$59.73 - $99.87 $179,488 - $300,109
3,005 New
3,005 $414,000

Others Institutions Holding IJT

# of Institutions
759
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

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
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