Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 65,769 shares of IJR stock, worth $7.57 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares

65,769

Previous 64,305 2.28%

Holding current value

$7.57 Million

Previous $7.52 Billion 0.75%

% of portfolio

5.09%

Previous 4.97%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$113.92 - $127.38 $166,778 - $186,484	1,464 Added 2.28%	65,769 $7.58 Billion
Q3 2024 Oct 17, 2024	BUY	$105.53 - $118.34 $54,347 - $60,945	515 Added 0.81%	64,305 $7.52 Billion
Q2 2024 Jul 15, 2024	BUY	$102.13 - $110.88 $6.51 Million - $7.07 Million	63,790 New	63,790 $6.8 Billion

Others Institutions Holding IJR

# of Institutions

2,584

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History