Frg Family Wealth Advisors LLC Ishares S&P Smallcap 600 Value Transaction History

Frg Family Wealth Advisors LLC

$533 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$95.88 - $102.78 $6,136 - $6,577	64 New	64 $6,000

Others Institutions Holding IJS

# of Institutions

899

Shares Held

45.2M

Call Options Held

24.6K

Put Options Held

10.1K

Morgan Stanley New York, NY

3.54M
Shares

$386 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.5M
Shares

$381 Million
0.03% of portfolio
Castlekeep Investment Advisors LLC Westport, CT

2.85M
Shares

$311 Million
0.55% of portfolio
Regions Financial Corp

1.5M
Shares

$163 Million
1.21% of portfolio
Wells Fargo & Company San Francisco, CA

1.39M
Shares

$151 Million
0.03% of portfolio

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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