Aj Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 13,004 shares of IJR stock, worth $1.47 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,004

Previous 13,004 -0.0%

Holding current value

$1.47 Million

Previous $1.26 Million 3.02%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	BUY	$92.27 - $107.68 $605,014 - $706,057	6,557 Added 101.71%	13,004 $1.26 Million
Q4 2022 Jan 25, 2023	BUY	$89.09 - $102.13 $4,365 - $5,004	49 Added 0.77%	6,447 $610,000
Q3 2021 Oct 20, 2021	SELL	$104.62 - $113.69 $28,247 - $30,696	-270 Reduced 4.05%	6,398 $699,000
Q2 2021 Aug 16, 2021	BUY	$106.38 - $116.3 $28,722 - $31,401	270 Added 4.22%	6,668 $753,000
Q1 2020 May 15, 2020	BUY	$49.11 - $85.52 $314,205 - $547,156	6,398 New	6,398 $359,000
Q4 2018 Feb 14, 2019	SELL	$65.14 - $85.94 $171,643 - $226,451	-2,635 Closed	0 $0
Q4 2017 Jul 19, 2018	BUY	$73.06 - $77.74 $192,513 - $204,844	2,635	2,635 $202,000

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Aj Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History