A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,472 shares of IJR stock, worth $290,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,472
Previous 1,969 25.55%
Holding current value
$290,138
Previous $230,000 23.48%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 10, 2025

BUY
$113.92 - $127.38 $57,301 - $64,072
503 Added 25.55%
2,472 $284,000
Q3 2024

Oct 07, 2024

BUY
$105.53 - $118.34 $207,788 - $233,011
1,969 New
1,969 $230,000
Q2 2020

Jul 20, 2020

SELL
$50.99 - $75.55 $390,430 - $578,486
-7,657 Closed
0 $0
Q1 2020

Apr 16, 2020

BUY
$49.11 - $85.52 $35,899 - $62,515
731 Added 10.55%
7,657 $430,000
Q4 2019

Feb 14, 2020

BUY
$75.05 - $84.14 $519,796 - $582,753
6,926 New
6,926 $581,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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