Big Sur Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,500 shares of IJR stock, worth $527,175. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,500
Previous 4,500 -0.0%
Holding current value
$527,175
Previous $526,000 1.52%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 16, 2024
BUY
$105.53 - $118.34 $474,885 - $532,530
4,500 New
4,500 $526,000
Q1 2022

May 05, 2022
BUY
$102.32 - $116.69 $80,423 - $91,718
786 New
786 $85,000

Others Institutions Holding IJR

# of Institutions
2,705
Shares Held
523M
Call Options Held
947K
Put Options Held
614K
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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