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

Forza Wealth Management, LLC

$218 Billion
Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,414 shares of IJR stock, worth $1.67 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

14,414

Previous 13,717 5.08%

Holding current value

$1.67 Million

Previous $1.46 Billion 15.23%

% of portfolio

0.77%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$105.53 - $118.34 $73,554 - $82,482	697 Added 5.08%	14,414 $1.69 Billion
Q2 2024 Jul 17, 2024	SELL	$102.13 - $110.88 $5,515 - $5,987	-54 Reduced 0.39%	13,717 $1.46 Billion
Q1 2024 Apr 22, 2024	SELL	$102.35 - $110.52 $30,705 - $33,156	-300 Reduced 2.13%	13,771 $1.52 Billion
Q1 2023 May 03, 2023	BUY	$92.27 - $107.68 $27,681 - $32,304	300 Added 2.18%	14,071 $1.36 Billion
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $1.23 Million - $1.41 Million	13,771 New	13,771 $1.3 Billion

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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