Fsb Premier Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Fsb Premier Wealth Management, Inc.

$236 Million
Q4 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 1,754 shares of IJR stock, worth $205,533. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,754

Previous 1,839 4.62%

Holding current value

$205,533

Previous $215,000 6.05%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$113.92 - $127.38 $9,683 - $10,827	-85 Reduced 4.62%	1,754 $202,000
Q3 2024 Nov 14, 2024	BUY	$105.53 - $118.34 $194,069 - $217,627	1,839 New	1,839 $215,000
Q1 2024 May 10, 2024	SELL	$102.35 - $110.52 $128,961 - $139,255	-1,260 Reduced 40.14%	1,879 $207,000
Q4 2023 Feb 08, 2024	BUY	$87.61 - $110.11 $13,929 - $17,507	159 Added 5.34%	3,139 $339,000
Q2 2023 Aug 11, 2023	BUY	$91.14 - $99.81 $3,281 - $3,593	36 Added 1.22%	2,980 $296,000
Q1 2023 May 04, 2023	SELL	$92.27 - $107.68 $12,917 - $15,075	-140 Reduced 4.54%	2,944 $284,000
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $1,603 - $1,838	18 Added 0.59%	3,084 $291,000
Q3 2022 Nov 23, 2022	BUY	$87.04 - $106.5 $9,139 - $11,182	105 Added 3.55%	3,066 $267,000
Q1 2022 Apr 14, 2022	BUY	$102.32 - $116.69 $153,582 - $175,151	1,501 Added 102.81%	2,961 $319,000
Q4 2021 Feb 03, 2022	BUY	$108.26 - $120.32 $158,059 - $175,667	1,460 New	1,460 $167,000
Q2 2021 Feb 22, 2022	SELL	$106.38 - $116.3 $315,310 - $344,713	-2,964 Closed	0 $0
Q1 2021 Feb 22, 2022	SELL	$91.04 - $115.01 $344,131 - $434,737	-3,780 Reduced 56.05%	2,964 $321,000
Q4 2020 Feb 16, 2022	BUY	$71.23 - $92.42 $480,375 - $623,280	6,744 New	6,744 $619,000

Others Institutions Holding IJR

# of Institutions

2,766

Shares Held

533M

Call Options Held

941K

Put Options Held

626K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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Fsb Premier Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History