Financial Perspectives, Inc Ishares Core S&P Sm Cap ETF Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,340 shares of IJR stock, worth $490,767. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,340
Previous 4,259 1.9%
Holding current value
$490,767
Previous $454 Million 11.73%
% of portfolio
0.18%
Previous 0.17%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$105.53 - $118.34 $8,547 - $9,585
81 Added 1.9%
4,340 $508 Million
Q2 2024

Aug 09, 2024
BUY
$102.13 - $110.88 $22,162 - $24,060
217 Added 5.37%
4,259 $454 Million
Q1 2024

Apr 19, 2024
BUY
$102.35 - $110.52 $63,968 - $69,075
625 Added 18.29%
4,042 $447 Million
Q4 2023

Feb 01, 2024
BUY
$87.61 - $110.11 $22,953 - $28,848
262 Added 8.3%
3,417 $370 Million
Q3 2023

Jan 09, 2024
BUY
$92.9 - $105.16 $22,946 - $25,974
247 Added 8.49%
3,155 $298 Million
Q2 2023

Jan 09, 2024
BUY
$91.14 - $99.81 $4,648 - $5,090
51 Added 1.79%
2,908 $290 Million
Q1 2023

Jan 09, 2024
BUY
$92.27 - $107.68 $18,454 - $21,536
200 Added 7.53%
2,857 $276 Million
Q4 2022

Jan 09, 2024
SELL
$89.09 - $102.13 $178 - $204
-2 Reduced 0.08%
2,657 $251 Million
Q3 2022

Jan 09, 2024
BUY
$87.04 - $106.5 $26,982 - $33,015
310 Added 13.2%
2,659 $232 Million
Q2 2022

Jan 09, 2024
BUY
$89.03 - $109.02 $1,691 - $2,071
19 Added 0.82%
2,349 $217 Million
Q1 2022

Jan 09, 2024
BUY
$102.32 - $116.69 $20,770 - $23,688
203 Added 9.54%
2,330 $251 Million
Q4 2021

Jan 09, 2024
BUY
$108.26 - $120.32 $5,521 - $6,136
51 Added 2.46%
2,127 $244 Million
Q3 2021

Jan 09, 2024
BUY
$104.62 - $113.69 $2,510 - $2,728
24 Added 1.17%
2,076 $227 Million
Q2 2021

Jan 09, 2024
SELL
$106.38 - $116.3 $20.3 Million - $22.2 Million
-191,155 Reduced 98.94%
2,052 $232 Million
Q1 2021

Jan 09, 2024
BUY
$91.04 - $115.01 $17.4 Million - $22 Million
191,505 Added 11251.76%
193,207 $1.78 Million
Q4 2020

Jan 09, 2024
BUY
$71.23 - $92.42 $1,210 - $1,571
17 Added 1.01%
1,702 $156 Million
Q4 2019

Jan 09, 2024
BUY
$75.05 - $84.14 $126,459 - $141,775
1,685 New
1,685 $141 Million

Others Institutions Holding IJR

# of Institutions
2,570
Shares Held
499M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email