Southern Wealth Management, LLP Ishares S&P Smallcap 600 Value Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Southern Wealth Management, LLP holds 3,139 shares of IJS stock, worth $278,397. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,128 0.35%
Holding current value
$278,397
Previous $285,000 2.81%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$88.82 - $106.56 $977 - $1,172
11 Added 0.35%
3,139 $293,000
Q4 2022

Feb 13, 2023
BUY
$84.57 - $97.98 $761 - $881
9 Added 0.29%
3,128 $285,000
Q3 2022

Nov 14, 2022
BUY
$82.45 - $101.32 $257,161 - $316,017
3,119 New
3,119 $294,000
Q2 2020

Aug 14, 2020
SELL
$45.29 - $69.3 $307,881 - $471,101
-6,798 Closed
0 $0
Q4 2019

May 14, 2020
BUY
$72.03 - $80.55 $489,659 - $547,578
6,798 New
6,798 $1.09 Million

Others Institutions Holding IJS

# of Institutions
903
Shares Held
45.8M
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 Southern Wealth Management, LLP Portfolio

Follow Southern Wealth Management, LLP 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 Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email