Apcm Wealth Management For Individuals Ishares Core S&P Sm Cap ETF Transaction History

Apcm Wealth Management For Individuals

$643 Million
Q4 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 240,297 shares of IJR stock, worth $28.5 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

240,297

Previous 238,408 0.79%

Holding current value

$28.5 Million

Previous $27.9 Million 0.71%

% of portfolio

4.3%

Previous 4.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$113.92 - $127.38 $215,194 - $240,620	1,889 Added 0.79%	240,297 $27.7 Million
Q3 2024 Nov 04, 2024	SELL	$105.53 - $118.34 $859,436 - $963,760	-8,144 Reduced 3.3%	238,408 $27.9 Million
Q2 2024 Jul 22, 2024	BUY	$102.13 - $110.88 $4,800 - $5,211	47 Added 0.02%	246,552 $26.3 Million
Q1 2024 Apr 18, 2024	BUY	$102.35 - $110.52 $6.27 Million - $6.77 Million	61,224 Added 33.04%	246,505 $27.2 Million
Q4 2023 Jan 16, 2024	BUY	$87.61 - $110.11 $54,318 - $68,268	620 Added 0.34%	185,281 $20.1 Million
Q3 2023 Oct 31, 2023	BUY	$92.9 - $105.16 $366,211 - $414,540	3,942 Added 2.18%	184,661 $17.4 Million
Q2 2023 Jul 28, 2023	BUY	$91.14 - $99.81 $52,132 - $57,091	572 Added 0.32%	180,719 $18 Million
Q1 2023 May 09, 2023	SELL	$92.27 - $107.68 $3.49 Million - $4.08 Million	-37,861 Reduced 17.37%	180,147 $17.4 Million
Q4 2022 Feb 01, 2023	BUY	$89.09 - $102.13 $80,715 - $92,529	906 Added 0.42%	218,008 $20.6 Million
Q3 2022 Oct 21, 2022	SELL	$87.04 - $106.5 $255,288 - $312,364	-2,933 Reduced 1.33%	217,102 $18.9 Million
Q2 2022 Jul 15, 2022	SELL	$89.03 - $109.02 $2.62 Million - $3.2 Million	-29,389 Reduced 11.78%	220,035 $20.3 Million
Q1 2022 Apr 11, 2022	BUY	$102.32 - $116.69 $4.52 Million - $5.15 Million	44,128 Added 21.49%	249,424 $26.9 Million
Q4 2021 Jan 19, 2022	BUY	$108.26 - $120.32 $621,737 - $690,997	5,743 Added 2.88%	205,296 $23.5 Million
Q3 2021 Oct 21, 2021	BUY	$104.62 - $113.69 $304,025 - $330,383	2,906 Added 1.48%	199,553 $21.8 Million
Q2 2021 Jul 13, 2021	SELL	$106.38 - $116.3 $1.58 Million - $1.72 Million	-14,814 Reduced 7.01%	196,647 $22.2 Million
Q1 2021 Apr 13, 2021	SELL	$91.04 - $115.01 $254,183 - $321,107	-2,792 Reduced 1.3%	211,461 $23 Million
Q4 2020 Jan 12, 2021	SELL	$71.23 - $92.42 $1.44 Million - $1.86 Million	-20,177 Reduced 8.61%	214,253 $19.7 Million
Q3 2020 Oct 06, 2020	BUY	$65.69 - $75.96 $770,872 - $891,390	11,735 Added 5.27%	234,430 $16.5 Million
Q2 2020 Aug 14, 2020	BUY	$50.99 - $75.55 $1.02 Million - $1.52 Million	20,101 Added 9.92%	222,695 $15.2 Million
Q1 2020 May 15, 2020	SELL	$49.11 - $85.52 $7.05 Million - $12.3 Million	-143,540 Reduced 41.47%	202,594 $11.4 Million
Q4 2019 Feb 11, 2020	SELL	$75.05 - $84.14 $23.1 Million - $25.9 Million	-307,739 Reduced 47.06%	346,134 $29 Million
Q3 2019 Nov 18, 2019	BUY	$73.61 - $80.67 $6.3 Million - $6.91 Million	85,654 Added 15.07%	653,873 $50.9 Million
Q1 2019 May 16, 2019	BUY	$68.34 - $81.18 $28.5 Million - $33.8 Million	416,813 Added 275.29%	568,219 $43.8 Million
Q4 2018 Feb 14, 2019	BUY	$65.14 - $85.94 $312,476 - $412,254	4,797 Added 3.27%	151,406 $10.5 Million
Q3 2018 Nov 15, 2018	BUY	$84.33 - $90.31 $644,618 - $690,329	7,644 Added 5.5%	146,609 $12.8 Million
Q2 2018 Aug 15, 2018	BUY	$75.25 - $86.64 $332,078 - $382,342	4,413 Added 3.28%	138,965 $11.6 Million
Q1 2018 May 16, 2018	SELL	$73.35 - $80.36 $1.53 Million - $1.68 Million	-20,924 Reduced 13.46%	134,552 $10.4 Million
Q4 2017 Feb 16, 2018	BUY	$73.06 - $77.74 $11.4 Million - $12.1 Million	155,476	155,476 $11.9 Million

Others Institutions Holding IJR

# of Institutions

2,637

Shares Held

504M

Call Options Held

1.03M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Apcm Wealth Management For Individuals Ishares Core S&P Sm Cap ETF Transaction History