A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,977 shares of IJS stock, worth $207,842. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,990 0.65%
Holding current value
$207,842
Previous $214 Million 0.24%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$104.59 - $118.05 $1,359 - $1,534
-13 Reduced 0.65%
1,977 $215 Million
Q3 2024

Nov 13, 2024

BUY
$95.81 - $109.03 $190,661 - $216,969
1,990 New
1,990 $214 Million
Q1 2024

Jun 13, 2024

SELL
$95.88 - $102.78 $2,013 - $2,158
-21 Reduced 1.03%
2,019 $207 Million
Q4 2023

Jan 29, 2024

BUY
$82.1 - $104.53 $167,484 - $213,241
2,040 New
2,040 $210 Million

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


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

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth 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 Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.