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

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

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 9,083 shares of IJS stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,083

Previous 8,892 2.15%

Holding current value

$1 Million

Previous $884,000 13.57%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$98.99 - $112.2 $18,907 - $21,430	191 Added 2.15%	9,083 $1 Million
Q2 2025 Aug 05, 2025	SELL	$83.54 - $100.04 $76,104 - $91,136	-911 Reduced 9.29%	8,892 $884,000
Q1 2025 May 05, 2025	BUY	$96.3 - $112.23 $5,970 - $6,958	62 Added 0.64%	9,803 $955,000
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

912

Shares Held

39.2M

Call Options Held

27.8K

Put Options Held

14.9K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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