Philip James Wealth Mangement, LLC Ishares S&P Smallcap 600 Value Transaction History

Philip James Wealth Mangement, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$83.54 - $100.04 $12,531 - $15,006	150 Added 7.1%	2,264 $225 Million
Q1 2025 Apr 24, 2025	SELL	$96.3 - $112.23 $13,674 - $15,936	-142 Reduced 6.29%	2,114 $206 Million
Q4 2024 Jan 31, 2025	BUY	$104.59 - $118.05 $1,045 - $1,180	10 Added 0.45%	2,256 $245 Million
Q3 2024 Oct 31, 2024	BUY	$95.81 - $109.03 $1,053 - $1,199	11 Added 0.49%	2,246 $242 Million
Q2 2024 Jul 23, 2024	SELL	$94.12 - $102.13 $1,694 - $1,838	-18 Reduced 0.8%	2,235 $217 Million

Q1 2024 Apr 29, 2024	BUY	$95.88 - $102.78 $15,053 - $16,136	157 Added 7.49%	2,253 $232 Million
Q4 2023 Jan 29, 2024	BUY	$82.1 - $104.53 $172,081 - $219,094	2,096 New	2,096 $216 Million

912

39.2M

27.8K

14.9K

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