Modern Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Modern Wealth Management, LLC holds 631,779 shares of IJS stock, worth $66.9 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
631,779
Previous 3,398 18492.67%
Holding current value
$66.9 Million
Previous $366 Million 18679.48%
% of portfolio
2.4%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$104.59 - $118.05 $65.7 Million - $74.2 Million
628,381 Added 18492.67%
631,779 $68.7 Billion
Q3 2024

Nov 05, 2024
SELL
$95.81 - $109.03 $9,868 - $11,230
-103 Reduced 2.94%
3,398 $366 Million
Q2 2024

Aug 07, 2024
BUY
$94.12 - $102.13 $7,435 - $8,068
79 Added 2.31%
3,501 $341 Million
Q1 2024

May 13, 2024
SELL
$95.88 - $102.78 $43,146 - $46,251
-450 Reduced 11.62%
3,422 $344 Million
Q4 2023

Feb 14, 2024
BUY
$82.1 - $104.53 $317,891 - $404,740
3,872 New
3,872 $399 Million

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

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