Sonoma Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 4,769 shares of IJR stock, worth $559,737. This represents 0.87% of its overall portfolio holdings.

Number of Shares
4,769
Previous 2,395 99.12%
Holding current value
$559,737
Previous $255 Million 118.35%
% of portfolio
0.87%
Previous 0.41%

Shares

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

Oct 17, 2024
BUY
$105.53 - $118.34 $250,528 - $280,939
2,374 Added 99.12%
4,769 $558 Million
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $8,802 - $9,504
86 Added 3.72%
2,395 $265 Million
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $202,291 - $254,243
2,309 New
2,309 $250 Million
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $385,042 - $449,348
4,173 New
4,173 $404 Million

Others Institutions Holding IJR

# of Institutions
2,525
Shares Held
493M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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