A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 39,326 shares of IJR stock, worth $4.59 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
39,326
Previous 27,106 45.08%
Holding current value
$4.59 Million
Previous $2.57 Million 48.23%
% of portfolio
2.48%
Previous 1.77%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

BUY
$92.27 - $107.68 $1.13 Million - $1.32 Million
12,220 Added 45.08%
39,326 $3.8 Million
Q4 2022

Jan 27, 2023

SELL
$89.09 - $102.13 $16,214 - $18,587
-182 Reduced 0.67%
27,106 $2.57 Million
Q3 2022

Nov 08, 2022

SELL
$87.04 - $106.5 $41,431 - $50,694
-476 Reduced 1.71%
27,288 $2.52 Million
Q2 2022

Aug 04, 2022

BUY
$89.03 - $109.02 $128,915 - $157,860
1,448 Added 5.5%
27,764 $2.8 Million
Q1 2022

Apr 21, 2022

BUY
$102.32 - $116.69 $2.69 Million - $3.07 Million
26,316 New
26,316 $2.84 Million
Q2 2020

Jul 31, 2020

SELL
$50.99 - $75.55 $2,396 - $3,550
-47 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
$73.61 - $80.67 $2,723 - $2,984
-37 Reduced 44.05%
47 $4,000
Q2 2019

Jul 31, 2019

BUY
$73.17 - $81.37 $6,146 - $6,835
84 New
84 $6,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, LLC 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 Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.