Exencial Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,639 shares of IJT stock, worth $637,862. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,639
Previous 5,171 10.29%
Holding current value
$637,862
Previous $687,000 4.51%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$131.47 - $143.64 $69,942 - $76,416
-532 Reduced 10.29%
4,639 $656,000
Q2 2025

Jul 30, 2025
BUY
$108.87 - $133.04 $435 - $532
4 Added 0.08%
5,171 $687,000
Q1 2025

May 09, 2025
BUY
$121.0 - $142.28 $484 - $569
4 Added 0.08%
5,167 $643,000
Q4 2024

Feb 06, 2025
SELL
$134.53 - $150.65 $311,840 - $349,206
-2,318 Reduced 30.99%
5,163 $698,000
Q3 2024

Oct 31, 2024
SELL
$127.29 - $141.5 $453,788 - $504,447
-3,565 Reduced 32.27%
7,481 $1.04 Million
Q2 2024

Aug 12, 2024
BUY
$121.57 - $132.2 $571,865 - $621,868
4,704 Added 74.17%
11,046 $1.42 Million
Q1 2024

May 10, 2024
SELL
$119.97 - $130.73 $422,654 - $460,561
-3,523 Reduced 35.71%
6,342 $829,000
Q4 2023

Feb 13, 2024
BUY
$103.08 - $127.26 $420,360 - $518,966
4,078 Added 70.47%
9,865 $1.23 Million
Q3 2023

Nov 08, 2023
BUY
$108.37 - $120.85 $238,522 - $265,990
2,201 Added 61.38%
5,787 $634,000
Q2 2023

Aug 10, 2023
SELL
$104.35 - $114.93 $63,549 - $69,992
-609 Reduced 14.52%
3,586 $412,000
Q1 2023

May 02, 2023
SELL
$105.46 - $120.16 $22,673 - $25,834
-215 Reduced 4.88%
4,195 $461,000
Q4 2022

Feb 14, 2023
SELL
$102.93 - $117.14 $155,630 - $177,115
-1,512 Reduced 25.53%
4,410 $476,000
Q3 2022

Nov 08, 2022
BUY
$100.74 - $123.41 $152,621 - $186,966
1,515 Added 34.38%
5,922 $602,000
Q2 2022

Aug 11, 2022
SELL
$101.11 - $126.58 $146,609 - $183,541
-1,450 Reduced 24.76%
4,407 $464,000
Q1 2022

May 12, 2022
BUY
$119.16 - $140.17 $697,920 - $820,975
5,857 New
5,857 $733,000

Others Institutions Holding IJT

# of Institutions
823
Shares Held
27.3M
Call Options Held
8.2K
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 Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email