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

Drive Wealth Management, LLC

$388 Million
Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Drive Wealth Management, LLC holds 37,867 shares of IJR stock, worth $4.48 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

37,867

Previous 33,620 12.63%

Holding current value

$4.48 Million

Previous $3.93 Million 10.96%

% of portfolio

1.12%

Previous 1.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$113.92 - $127.38 $483,818 - $540,982	4,247 Added 12.63%	37,867 $4.36 Million
Q3 2024 Nov 07, 2024	BUY	$105.53 - $118.34 $117,454 - $131,712	1,113 Added 3.42%	33,620 $3.93 Million
Q2 2024 Jul 31, 2024	BUY	$102.13 - $110.88 $285,351 - $309,798	2,794 Added 9.4%	32,507 $3.47 Million
Q1 2024 Apr 22, 2024	BUY	$102.35 - $110.52 $559,342 - $603,991	5,465 Added 22.54%	29,713 $3.28 Million
Q4 2023 Jan 22, 2024	BUY	$87.61 - $110.11 $549,577 - $690,720	6,273 Added 34.9%	24,248 $2.62 Million
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $440,346 - $498,458	4,740 Added 35.81%	17,975 $1.7 Million
Q2 2023 Jul 14, 2023	BUY	$91.14 - $99.81 $844,320 - $924,639	9,264 Added 233.29%	13,235 $1.32 Million
Q1 2023 Apr 13, 2023	BUY	$92.27 - $107.68 $366,404 - $427,597	3,971 New	3,971 $383,000

Others Institutions Holding IJR

# of Institutions

2,637

Shares Held

504M

Call Options Held

1.03M

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 Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Account

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