Dougherty Wealth Advisers LLC Ishares S&P Small Cap 600 Grow Transaction History

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 2,489 shares of IJT stock, worth $331,982. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,489
Holding current value
$331,982
% of portfolio
0.26%

Shares

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

Jan 24, 2025
BUY
$134.53 - $150.65 $334,845 - $374,967
2,489 New
2,489 $336,000
Q2 2020

Aug 11, 2020
SELL
$62.95 - $90.62 $104,811 - $150,882
-1,665 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$75.74 - $99.46 $126,107 - $165,600
1,665 New
1,665 $294,000

Others Institutions Holding IJT

# of Institutions
816
Shares Held
28.2M
Call Options Held
9.9K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email