A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 8,831 shares of IJR stock, worth $1.02 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
8,831
Previous 7,791 13.35%
Holding current value
$1.02 Million
Previous $911,000 11.64%
% of portfolio
1.01%
Previous 0.46%

Shares

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

Jan 30, 2025

BUY
$113.92 - $127.38 $118,476 - $132,475
1,040 Added 13.35%
8,831 $1.02 Million
Q3 2024

Oct 31, 2024

SELL
$105.53 - $118.34 $4,537 - $5,088
-43 Reduced 0.55%
7,791 $911,000
Q1 2024

Jun 28, 2024

BUY
$102.35 - $110.52 $801,809 - $865,813
7,834 New
7,834 $829 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.