Total Wealth Planning, LLC Ishares S&P Small Cap 600 Grow Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Total Wealth Planning, LLC holds 3,846 shares of IJT stock, worth $509,171. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,846
Previous 4,084 5.83%
Holding current value
$509,171
Previous $569,000 8.61%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 15, 2025
SELL
$134.53 - $150.65 $32,018 - $35,854
-238 Reduced 5.83%
3,846 $520,000
Q3 2024

Oct 10, 2024
SELL
$127.29 - $141.5 $16,420 - $18,253
-129 Reduced 3.06%
4,084 $569,000
Q2 2024

Aug 02, 2024
SELL
$121.57 - $132.2 $33,553 - $36,487
-276 Reduced 6.15%
4,213 $541,000
Q1 2024

Apr 18, 2024
SELL
$119.97 - $130.73 $3,359 - $3,660
-28 Reduced 0.62%
4,489 $586,000
Q4 2023

Feb 05, 2024
BUY
$103.08 - $127.26 $4,947 - $6,108
48 Added 1.07%
4,517 $565,000
Q1 2023

Apr 14, 2023
SELL
$105.46 - $120.16 $9,069 - $10,333
-86 Reduced 1.89%
4,469 $491,000
Q4 2022

Feb 02, 2023
SELL
$102.93 - $117.14 $42,304 - $48,144
-411 Reduced 8.28%
4,555 $492,000
Q3 2022

Nov 14, 2022
BUY
$100.74 - $123.41 $1,410 - $1,727
14 Added 0.28%
4,966 $505,000
Q2 2022

Aug 01, 2022
BUY
$101.11 - $126.58 $6,875 - $8,607
68 Added 1.39%
4,952 $522,000
Q1 2022

May 13, 2022
BUY
$119.16 - $140.17 $225,212 - $264,921
1,890 Added 63.13%
4,884 $611,000
Q4 2021

Feb 09, 2022
SELL
$130.52 - $143.62 $172,416 - $189,722
-1,321 Reduced 30.61%
2,994 $534,000
Q2 2021

Aug 16, 2021
BUY
$122.71 - $133.56 $122 - $133
1 Added 0.02%
4,315 $572,000
Q1 2021

May 17, 2021
SELL
$113.22 - $134.41 $48,118 - $57,124
-425 Reduced 8.97%
4,314 $553,000
Q4 2020

Feb 11, 2021
BUY
$89.39 - $115.31 $208,010 - $268,326
2,327 Added 96.48%
4,739 $541,000
Q3 2020

Nov 10, 2020
SELL
$82.72 - $94.57 $11,001 - $12,577
-133 Reduced 5.23%
2,412 $425,000
Q2 2020

Aug 13, 2020
SELL
$62.95 - $90.62 $4,154 - $5,980
-66 Reduced 2.53%
2,545 $432,000
Q1 2020

May 13, 2020
SELL
$59.73 - $99.87 $16,186 - $27,064
-271 Reduced 9.4%
2,611 $360,000
Q4 2019

Feb 11, 2020
SELL
$86.46 - $97.01 $5,014 - $5,626
-58 Reduced 1.97%
2,882 $557,000
Q2 2019

Aug 06, 2019
SELL
$85.35 - $93.89 $4,608 - $5,070
-54 Reduced 1.8%
2,940 $536,000
Q1 2019

May 15, 2019
SELL
$78.94 - $92.95 $7,578 - $8,923
-96 Reduced 3.11%
2,994 $534,000
Q4 2018

Feb 14, 2019
BUY
$75.74 - $99.46 $234,036 - $307,331
3,090 New
3,090 $499,000

Others Institutions Holding IJT

# of Institutions
817
Shares Held
28.1M
Call Options Held
9.9K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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