Balboa Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,901 shares of IJR stock, worth $339,852. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,901
Holding current value
$339,852
% of portfolio
0.08%

Shares

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

Feb 10, 2025
BUY
$113.92 - $127.38 $330,481 - $369,529
2,901 New
2,901 $334,000
Q1 2023

May 11, 2023
SELL
$92.27 - $107.68 $2,768 - $3,230
-30 Reduced 0.73%
4,094 $395,000
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1,781 - $2,042
20 Added 0.49%
4,124 $390,000
Q3 2022

Jan 04, 2023
BUY
$87.04 - $106.5 $357,212 - $437,076
4,104 New
4,104 $358,000

Others Institutions Holding IJR

# of Institutions
2,686
Shares Held
522M
Call Options Held
998K
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
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