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

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 2,256 shares of IJS stock, worth $249,220. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,256
Previous 2,246 0.45%
Holding current value
$249,220
Previous $242 Million 1.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Others Institutions Holding IJS

# of Institutions
868
Shares Held
41.5M
Call Options Held
20K
Put Options Held
11.6K
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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