Doyle Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022

A detailed history of Doyle Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Doyle Wealth Management holds 6,222 shares of IJR stock, worth $708,810. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,222
Previous 6,615 5.94%
Holding current value
$708,810
Previous $611,000 11.29%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022
SELL
$87.04 - $106.5 $34,206 - $41,854
-393 Reduced 5.94%
6,222 $542,000
Q2 2022

Aug 10, 2022
BUY
$89.03 - $109.02 $187,230 - $229,269
2,103 Added 46.61%
6,615 $611,000
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $80,014 - $91,251
782 Added 20.97%
4,512 $487,000
Q4 2021

Feb 11, 2022
BUY
$108.26 - $120.32 $43,412 - $48,248
401 Added 12.05%
3,730 $427,000
Q3 2021

Nov 12, 2021
BUY
$104.62 - $113.69 $18,308 - $19,895
175 Added 5.55%
3,329 $364,000
Q2 2021

Aug 03, 2021
BUY
$106.38 - $116.3 $1,914 - $2,093
18 Added 0.57%
3,154 $356,000
Q1 2021

May 07, 2021
BUY
$91.04 - $115.01 $22,031 - $27,832
242 Added 8.36%
3,136 $340,000
Q4 2020

Feb 04, 2021
BUY
$71.23 - $92.42 $1,638 - $2,125
23 Added 0.8%
2,894 $266,000
Q3 2020

Nov 13, 2020
SELL
$65.69 - $75.96 $72,193 - $83,480
-1,099 Reduced 27.68%
2,871 $202,000
Q2 2020

Aug 06, 2020
SELL
$50.99 - $75.55 $68,326 - $101,237
-1,340 Reduced 25.24%
3,970 $271,000
Q1 2020

Apr 29, 2020
BUY
$49.11 - $85.52 $95,224 - $165,823
1,939 Added 57.52%
5,310 $298,000
Q4 2019

Feb 11, 2020
BUY
$75.05 - $84.14 $252,993 - $283,635
3,371 New
3,371 $283,000
Q3 2019

Nov 05, 2019
SELL
$73.61 - $80.67 $227,381 - $249,189
-3,089 Closed
0 $0
Q2 2019

Aug 15, 2019
BUY
$73.17 - $81.37 $219 - $244
3 Added 0.1%
3,089 $242,000
Q1 2019

May 13, 2019
SELL
$68.34 - $81.18 $6,218 - $7,387
-91 Reduced 2.86%
3,086 $245,000
Q4 2018

Feb 08, 2019
SELL
$65.14 - $85.94 $27,423 - $36,180
-421 Reduced 11.7%
3,177 $220,000
Q3 2018

Nov 08, 2018
BUY
$84.33 - $90.31 $49,754 - $53,282
590 Added 19.61%
3,598 $314,000
Q2 2018

Aug 08, 2018
SELL
$75.25 - $86.64 $9,406 - $10,830
-125 Reduced 3.99%
3,008 $251,000
Q1 2018

May 11, 2018
SELL
$73.35 - $80.36 $5,721 - $6,268
-78 Reduced 2.43%
3,133 $241,000
Q4 2017

Feb 07, 2018
BUY
$73.06 - $77.74 $11,835 - $12,593
162 Added 5.31%
3,211 $247,000
Q3 2017

Oct 25, 2017
BUY
$72.31 - $74.22 $220,473 - $226,296
3,049
3,049 $226,000

Others Institutions Holding IJR

# of Institutions
2,522
Shares Held
493M
Call Options Held
736K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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