Lester Murray Antman Dba Simply Rich Ishares S&P Smallcap 600 Value Transaction History

Lester Murray Antman Dba Simply Rich

$350 Million
Q4 2024

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 3,102 shares of IJS stock, worth $314,666. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,102

Previous 3,102 -0.0%

Holding current value

$314,666

Previous $333,000 0.9%

% of portfolio

0.1%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$94.12 - $102.13 $21,835 - $23,694	-232 Reduced 6.96%	3,102 $301,000
Q4 2023 Jan 26, 2024	BUY	$82.1 - $104.53 $273,721 - $348,503	3,334 New	3,334 $344,000
Q3 2021 Oct 04, 2021	BUY	$96.17 - $106.29 $320,630 - $354,370	3,334 New	3,334 $335,000
Q2 2021 Jul 09, 2021	SELL	$99.12 - $110.44 $330,466 - $368,206	-3,334 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$62.11 - $81.5 $103,537 - $135,860	1,667 Added 100.0%	3,334 $271,000
Q3 2020 Nov 03, 2020	BUY	$57.0 - $67.07 $95,019 - $111,805	1,667 New	1,667 $204,000
Q1 2020 May 06, 2020	SELL	$44.17 - $81.02 $73,631 - $135,060	-1,667 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$72.03 - $80.55 $504 - $563	-7 Reduced 0.42%	1,667 $267,000
Q3 2019 Nov 01, 2019	SELL	$74.24 - $77.45 $2,152 - $2,246	-29 Reduced 1.7%	1,674 $251,000
Q2 2019 Aug 05, 2019	BUY	N/A	1,703 New	1,703 $253,000
Q4 2018 Feb 07, 2019	SELL	N/A	-3,352 Closed	0 $0
Q3 2018 Oct 24, 2018	SELL	N/A	-37 Reduced 1.09%	3,352 $560,000
Q4 2017 Feb 05, 2018	BUY	N/A	3,389	3,389 $520,000

Others Institutions Holding IJS

# of Institutions

904

Shares Held

45.2M

Call Options Held

23.2K

Put Options Held

7.5K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
Sector ETFs
Industry ETFs

More about IJS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lester Murray Antman Dba Simply Rich, based on Form 13F filings with the SEC.

News

Stay updated on Lester Murray Antman Dba Simply Rich with notifications on news.

Account

Lester Murray Antman Dba Simply Rich Ishares S&P Smallcap 600 Value Transaction History