Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $257 Million
  • Q4 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 8,326 shares of IJS stock, worth $845,005. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,326
Previous 7,447 11.8%
Holding current value
$845,005
Previous $801,000 12.86%
% of portfolio
0.35%
Previous 0.26%

Shares

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

Feb 06, 2025
BUY
$104.59 - $118.05 $91,934 - $103,765
879 Added 11.8%
8,326 $904,000
Q3 2024

Nov 05, 2024
BUY
$95.81 - $109.03 $43,114 - $49,063
450 Added 6.43%
7,447 $801,000
Q2 2024

Jul 31, 2024
BUY
$94.12 - $102.13 $131,485 - $142,675
1,397 Added 24.95%
6,997 $680,000
Q1 2024

Apr 26, 2024
BUY
$95.88 - $102.78 $148,518 - $159,206
1,549 Added 38.24%
5,600 $575,000
Q4 2023

Jan 25, 2024
BUY
$82.1 - $104.53 $332,587 - $423,451
4,051 New
4,051 $417,000

Others Institutions Holding IJS

# of Institutions
907
Shares Held
45.2M
Call Options Held
23.2K
Put Options Held
7.5K
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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