Intergy Private Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 9,056 shares of IJS stock, worth $797,109. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,056
Previous 8,875
2.04%
Holding current value
$797,109
Previous $963,000
8.62%
% of portfolio
0.34%
Previous 0.36%
Shares
14 transactions
Others Institutions Holding IJS
# of Institutions
903Shares Held
45.8MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$312 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$308 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$251 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$132 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$122 Million0.03% of portfolio