A detailed history of Diversified Portfolios, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 20,362 shares of IJR stock, worth $2.32 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,362
Previous 21,011 3.09%
Holding current value
$2.32 Million
Previous $2.32 Million 6.5%
% of portfolio
0.25%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$102.13 - $110.88 $66,282 - $71,961
-649 Reduced 3.09%
20,362 $2.17 Million
Q1 2024

May 07, 2024

BUY
$102.35 - $110.52 $72,156 - $77,916
705 Added 3.47%
21,011 $2.32 Million
Q4 2023

Jan 30, 2024

BUY
$87.61 - $110.11 $161,728 - $203,263
1,846 Added 10.0%
20,306 $2.2 Million
Q3 2023

Nov 02, 2023

BUY
$92.9 - $105.16 $11,798 - $13,355
127 Added 0.69%
18,460 $1.74 Million
Q2 2023

Aug 09, 2023

BUY
$91.14 - $99.81 $196,042 - $214,691
2,151 Added 13.29%
18,333 $1.83 Million
Q1 2023

May 02, 2023

BUY
$92.27 - $107.68 $253,188 - $295,473
2,744 Added 20.42%
16,182 $1.56 Million
Q4 2022

Jan 24, 2023

BUY
$89.09 - $102.13 $1.2 Million - $1.37 Million
13,438 New
13,438 $0
Q2 2022

Aug 09, 2022

BUY
$89.03 - $109.02 $35,701 - $43,717
401 Added 17.04%
2,754 $254,000
Q1 2022

May 12, 2022

BUY
$102.32 - $116.69 $240,758 - $274,571
2,353 New
2,353 $254,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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