Alta Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Alta Wealth Advisors LLC

  • $226 Million
  • Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,850 shares of IJR stock, worth $614,250. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,850
Previous 5,450 7.34%
Holding current value
$614,250
Previous $637,000 5.81%
% of portfolio
0.3%
Previous 0.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$113.92 - $127.38 $45,568 - $50,952
400 Added 7.34%
5,850 $674,000
Q3 2024

Oct 18, 2024
SELL
$105.53 - $118.34 $4,959 - $5,561
-47 Reduced 0.86%
5,450 $637,000
Q2 2024

Jul 24, 2024
BUY
$102.13 - $110.88 $15,728 - $17,075
154 Added 2.88%
5,497 $586,000
Q1 2024

May 01, 2024
SELL
$102.35 - $110.52 $384,324 - $415,002
-3,755 Reduced 41.27%
5,343 $590,000
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $605,034 - $760,419
6,906 Added 315.05%
9,098 $984,000
Q3 2023

Oct 19, 2023
SELL
$92.9 - $105.16 $24,618 - $27,867
-265 Reduced 10.79%
2,192 $206,000
Q1 2023

Apr 21, 2023
BUY
$92.27 - $107.68 $4,336 - $5,060
47 Added 1.95%
2,457 $237,000
Q4 2022

Jan 20, 2023
SELL
$89.09 - $102.13 $94,969 - $108,870
-1,066 Reduced 30.67%
2,410 $0
Q3 2022

Oct 17, 2022
BUY
$87.04 - $106.5 $1,218 - $1,491
14 Added 0.4%
3,476 $303,000
Q2 2022

Jul 28, 2022
SELL
$89.03 - $109.02 $445 - $545
-5 Reduced 0.14%
3,462 $320,000
Q1 2022

Apr 27, 2022
BUY
$102.32 - $116.69 $4,092 - $4,667
40 Added 1.17%
3,467 $374,000
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $42,762 - $47,526
395 Added 13.03%
3,427 $392,000
Q3 2021

Oct 13, 2021
BUY
$104.62 - $113.69 $7,428 - $8,071
71 Added 2.4%
3,032 $331,000
Q2 2021

Aug 02, 2021
BUY
$106.38 - $116.3 $1,808 - $1,977
17 Added 0.58%
2,961 $335,000
Q1 2021

Apr 20, 2021
BUY
$91.04 - $115.01 $1,365 - $1,725
15 Added 0.51%
2,944 $320,000
Q4 2020

Feb 08, 2021
BUY
$71.23 - $92.42 $208,632 - $270,698
2,929 New
2,929 $269,000

Others Institutions Holding IJR

# of Institutions
2,830
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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