Atlas Private Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,978 shares of IJR stock, worth $229,052. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,978
Previous 2,193 9.8%
Holding current value
$229,052
Previous $233,000 0.86%
% of portfolio
0.03%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$105.53 - $118.34 $22,688 - $25,443
-215 Reduced 9.8%
1,978 $231,000
Q2 2024

Jul 12, 2024
BUY
$102.13 - $110.88 $223,971 - $243,159
2,193 New
2,193 $233,000
Q4 2023

Jan 10, 2024
SELL
$87.61 - $110.11 $68,511 - $86,106
-782 Reduced 17.21%
3,761 $407,000
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $4,366 - $4,942
-47 Reduced 1.02%
4,543 $428,000
Q2 2023

Aug 04, 2023
BUY
$91.14 - $99.81 $189,206 - $207,205
2,076 Added 82.58%
4,590 $457,000
Q1 2023

Apr 12, 2023
SELL
$92.27 - $107.68 $5,167 - $6,030
-56 Reduced 2.18%
2,514 $243,000
Q4 2022

Feb 14, 2023
SELL
$89.09 - $102.13 $138,356 - $158,607
-1,553 Reduced 37.67%
2,570 $243,000
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $358,865 - $439,099
4,123 New
4,123 $359,000
Q2 2022

Aug 15, 2022
SELL
$89.03 - $109.02 $188,298 - $230,577
-2,115 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$102.32 - $116.69 $139,359 - $158,931
-1,362 Reduced 39.17%
2,115 $228,000
Q4 2021

Apr 21, 2022
SELL
$108.26 - $120.32 $186,315 - $207,070
-1,721 Reduced 33.11%
3,477 $398,000
Q3 2021

Oct 26, 2021
SELL
$104.62 - $113.69 $104,410 - $113,462
-998 Reduced 16.11%
5,198 $568,000
Q2 2021

Aug 02, 2021
SELL
$106.38 - $116.3 $139,145 - $152,120
-1,308 Reduced 17.43%
6,196 $700,000
Q1 2021

Apr 28, 2021
BUY
$91.04 - $115.01 $13,291 - $16,791
146 Added 1.98%
7,504 $814,000
Q4 2020

Jan 29, 2021
SELL
$71.23 - $92.42 $112,258 - $145,653
-1,576 Reduced 17.64%
7,358 $676,000
Q3 2020

Oct 27, 2020
SELL
$65.69 - $75.96 $51,895 - $60,008
-790 Reduced 8.12%
8,934 $627,000
Q2 2020

Aug 14, 2020
BUY
$50.99 - $75.55 $495,826 - $734,648
9,724 New
9,724 $664,000

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email