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

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Domani Wealth, LLC holds 11,893 shares of IJR stock, worth $1.39 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,893

Previous 11,132 6.84%

Holding current value

$1.39 Million

Previous $1.05 Million 9.21%

% of portfolio

0.27%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$92.27 - $107.68 $70,217 - $81,944	761 Added 6.84%	11,893 $1.15 Million
Q3 2022 Oct 18, 2022	SELL	$87.04 - $106.5 $3,133 - $3,834	-36 Reduced 0.32%	11,132 $971,000
Q4 2021 Jan 18, 2022	SELL	$108.26 - $120.32 $6,820 - $7,580	-63 Reduced 0.56%	11,168 $1.28 Million
Q3 2021 Oct 20, 2021	SELL	$104.62 - $113.69 $7,009 - $7,617	-67 Reduced 0.59%	11,231 $1.23 Million
Q2 2021 Jul 22, 2021	SELL	$106.38 - $116.3 $76,699 - $83,852	-721 Reduced 6.0%	11,298 $1.28 Million

Q1 2021 Apr 12, 2021	SELL	$91.04 - $115.01 $23,579 - $29,787	-259 Reduced 2.11%	12,019 $1.3 Million
Q4 2020 Jan 21, 2021	SELL	$71.23 - $92.42 $60,616 - $78,649	-851 Reduced 6.48%	12,278 $1.13 Million
Q3 2020 Oct 13, 2020	BUY	$65.69 - $75.96 $30,611 - $35,397	466 Added 3.68%	13,129 $922,000
Q2 2020 Jul 24, 2020	SELL	$50.99 - $75.55 $137,061 - $203,078	-2,688 Reduced 17.51%	12,663 $865,000
Q1 2020 Apr 10, 2020	BUY	$49.11 - $85.52 $753,887 - $1.31 Million	15,351 New	15,351 $861,000

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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