Lumature Wealth Partners, LLC Ishares S&P Smallcap 600 Value Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 16,535 shares of IJS stock, worth $1.63 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
16,535
Previous 16,362 1.06%
Holding current value
$1.63 Million
Previous $1.53 Million 2.68%
% of portfolio
0.94%
Previous 0.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$87.59 - $95.56 $15,153 - $16,531
173 Added 1.06%
16,535 $1.57 Million
Q1 2023

May 15, 2023
SELL
$88.82 - $106.56 $88,109 - $105,707
-992 Reduced 5.72%
16,362 $1.53 Million
Q4 2022

Feb 14, 2023
BUY
$84.57 - $97.98 $14,376 - $16,656
170 Added 0.99%
17,354 $1.58 Million
Q3 2022

Nov 10, 2022
SELL
$82.45 - $101.32 $10,800 - $13,272
-131 Reduced 0.76%
17,184 $1.42 Million
Q2 2022

Aug 10, 2022
BUY
$86.2 - $103.37 $74,045 - $88,794
859 Added 5.22%
17,315 $1.54 Million
Q1 2022

May 13, 2022
SELL
$97.08 - $107.22 $13,785 - $15,225
-142 Reduced 0.86%
16,456 $1.69 Million
Q4 2021

Feb 10, 2022
BUY
$99.12 - $110.76 $125,585 - $140,332
1,267 Added 8.26%
16,598 $1.73 Million
Q3 2021

Oct 29, 2021
BUY
$96.17 - $106.29 $100,016 - $110,541
1,040 Added 7.28%
15,331 $1.54 Million
Q2 2021

Aug 10, 2021
BUY
$99.12 - $110.44 $6,541 - $7,289
66 Added 0.46%
14,291 $1.51 Million
Q1 2021

May 11, 2021
BUY
$80.37 - $107.94 $242,637 - $325,870
3,019 Added 26.94%
14,225 $1.43 Million
Q4 2020

Feb 08, 2021
BUY
$62.11 - $81.5 $696,004 - $913,289
11,206 New
11,206 $911,000

Others Institutions Holding IJS

# of Institutions
907
Shares Held
45.2M
Call Options Held
23.2K
Put Options Held
7.5K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email