Cjm Wealth Advisers, Ltd. Ishares Core S&P Sm Cap ETF Transaction History

Cjm Wealth Advisers, Ltd.

$297 Billion
Q4 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 203,364 shares of IJR stock, worth $23.4 Million. This represents 7.89% of its overall portfolio holdings.

Number of Shares

203,364

Previous 199,098 2.14%

Holding current value

$23.4 Million

Previous $23.3 Billion 0.62%

% of portfolio

7.89%

Previous 7.98%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$113.92 - $127.38 $485,982 - $543,403	4,266 Added 2.14%	203,364 $23.4 Billion
Q3 2024 Oct 03, 2024	BUY	$105.53 - $118.34 $504,116 - $565,310	4,777 Added 2.46%	199,098 $23.3 Billion
Q2 2024 Jul 08, 2024	BUY	$102.13 - $110.88 $267,989 - $290,949	2,624 Added 1.37%	194,321 $20.6 Billion
Q1 2024 Apr 08, 2024	SELL	$102.35 - $110.52 $22,107 - $23,872	-216 Reduced 0.11%	191,697 $21.2 Billion
Q4 2023 Jan 19, 2024	SELL	$87.61 - $110.11 $449,702 - $565,194	-5,133 Reduced 2.6%	191,913 $20.8 Billion
Q3 2023 Oct 26, 2023	SELL	$92.9 - $105.16 $532,595 - $602,882	-5,733 Reduced 2.83%	197,046 $18.6 Billion
Q2 2023 Sep 15, 2023	SELL	$91.14 - $99.81 $826,275 - $904,877	-9,066 Reduced 4.28%	202,779 $20.2 Billion
Q1 2023 Sep 15, 2023	BUY	$92.27 - $107.68 $661,114 - $771,527	7,165 Added 3.5%	211,845 $20.5 Billion
Q4 2022 Sep 15, 2023	BUY	$89.09 - $102.13 $649,198 - $744,221	7,287 Added 3.69%	204,680 $19.4 Billion
Q3 2022 Sep 15, 2023	BUY	$87.04 - $106.5 $437,114 - $534,843	5,022 Added 2.61%	197,393 $17.2 Billion
Q2 2022 Sep 15, 2023	BUY	$89.03 - $109.02 $9.4 Million - $11.5 Million	105,544 Added 121.56%	192,371 $17.8 Billion
Q1 2022 Sep 15, 2023	BUY	$102.32 - $116.69 $1.82 Million - $2.08 Million	17,824 Added 25.83%	86,827 $9.37 Billion
Q4 2021 Sep 15, 2023	BUY	$108.26 - $120.32 $7.47 Million - $8.3 Million	69,003 New	69,003 $7.9 Billion

Others Institutions Holding IJR

# of Institutions

2,579

Shares Held

499M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Industry ETFs

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Cjm Wealth Advisers, Ltd. Ishares Core S&P Sm Cap ETF Transaction History