Napa Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Napa Wealth Management holds 10,329 shares of IJR stock, worth $1.19 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,329
Previous 6,192 66.81%
Holding current value
$1.19 Million
Previous $660 Million 82.91%
% of portfolio
0.57%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$105.53 - $118.34 $436,577 - $489,572
4,137 Added 66.81%
10,329 $1.21 Billion
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $3,063 - $3,326
-30 Reduced 0.48%
6,192 $660 Million
Q1 2024

Aug 14, 2024
SELL
$102.35 - $110.52 $36,027 - $38,903
-352 Reduced 5.35%
6,222 $688 Million
Q4 2023

Feb 22, 2024
BUY
$87.61 - $110.11 $575,948 - $723,863
6,574 New
6,574 $712 Million

Others Institutions Holding IJR

# of Institutions
2,738
Shares Held
529M
Call Options Held
947K
Put Options Held
622K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Napa Wealth Management Portfolio

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

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email