Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 119,910 shares of IJR stock, worth $14.1 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

119,910

Previous 68,442 75.2%

Holding current value

$14.1 Million

Previous $8 Million 72.61%

% of portfolio

2.87%

Previous 2.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$113.92 - $127.38 $5.86 Million - $6.56 Million	51,468 Added 75.2%	119,910 $13.8 Million
Q3 2024 Nov 05, 2024	SELL	$105.53 - $118.34 $333,580 - $374,072	-3,161 Reduced 4.41%	68,442 $8 Million
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $7.31 Million - $7.94 Million	71,603 New	71,603 $7.64 Million
Q4 2023 Jan 23, 2024	BUY	$87.61 - $110.11 $168,386 - $211,631	1,922 Added 3.16%	62,735 $6.79 Million
Q3 2023 Nov 06, 2023	BUY	$92.9 - $105.16 $499,430 - $565,340	5,376 Added 9.7%	60,813 $5.74 Million
Q3 2022 Oct 30, 2023	BUY	$87.04 - $106.5 $4.83 Million - $5.9 Million	55,437 New	55,437 $5.23 Billion

Others Institutions Holding IJR

# of Institutions

2,766

Shares Held

533M

Call Options Held

941K

Put Options Held

626K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History