True Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,058 shares of IJS stock, worth $336,930. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,058
Previous 3,059
0.03%
Holding current value
$336,930
Previous $338,000
0.59%
% of portfolio
0.11%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding IJS
# of Institutions
911Shares Held
39.2MCall Options Held
27.8KPut Options Held
14.9K-
Morgan Stanley New York, NY3.34MShares$368 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.29MShares$362 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.12MShares$124 Million0.02% of portfolio
-
Portfolio Solutions, LLC Troy, MI1.1MShares$121 Million11.47% of portfolio