Burkett Financial Services, LLC Ishares Core S&P Sm Cap ETF Transaction History

Burkett Financial Services, LLC

$242 Billion
Q3 2024

A detailed history of Burkett Financial Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 66,642 shares of IJR stock, worth $7.72 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares

66,642

Previous 64,255 3.71%

Holding current value

$7.72 Million

Previous $6.85 Billion 13.73%

% of portfolio

3.22%

Previous 3.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$105.53 - $118.34 $251,900 - $282,477	2,387 Added 3.71%	66,642 $7.79 Billion
Q2 2024 Jul 10, 2024	BUY	$102.13 - $110.88 $244,907 - $265,890	2,398 Added 3.88%	64,255 $6.85 Billion
Q1 2024 Apr 01, 2024	BUY	$102.35 - $110.52 $79,014 - $85,321	772 Added 1.26%	61,857 $6.84 Billion
Q4 2023 Feb 12, 2024	BUY	$87.61 - $110.11 $5.35 Million - $6.73 Million	61,085 New	61,085 $6.61 Billion

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Account

Burkett Financial Services, LLC Ishares Core S&P Sm Cap ETF Transaction History