Crestwood Advisors Group LLC Ishares S&P Smallcap 600 Value Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 9,741 shares of IJS stock, worth $946,727. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,741
Previous 2,915 234.17%
Holding current value
$946,727
Previous $313,000 237.7%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
$104.59 - $118.05 $713,931 - $805,809
6,826 Added 234.17%
9,741 $1.06 Million
Q1 2024

May 08, 2024
SELL
$95.88 - $102.78 $27,805 - $29,806
-290 Reduced 9.05%
2,915 $299,000
Q4 2023

Jan 29, 2024
SELL
$82.1 - $104.53 $8,210 - $10,453
-100 Reduced 3.03%
3,205 $330,000
Q3 2023

Nov 15, 2023
BUY
$87.64 - $100.82 $289,650 - $333,210
3,305 New
3,305 $294,000

Others Institutions Holding IJS

# of Institutions
909
Shares Held
45.3M
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email