Heritage Wealth Advisors Ishares S&P Smallcap 600 Value Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,270 shares of IJS stock, worth $690,828. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,270
Previous 6,270 -0.0%
Holding current value
$690,828
Previous $623,000 11.24%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$95.88 - $102.78 $47,652 - $51,081
-497 Reduced 7.34%
6,270 $644,000
Q4 2023

Feb 09, 2024
BUY
$82.1 - $104.53 $40,803 - $51,951
497 Added 7.93%
6,767 $697,000
Q2 2022

Aug 04, 2022
BUY
$86.2 - $103.37 $51,720 - $62,022
600 Added 10.58%
6,270 $558,000
Q1 2022

May 11, 2022
BUY
$97.08 - $107.22 $550,443 - $607,937
5,670 New
5,670 $581,000

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

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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