Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 150 shares of IJR stock, worth $16,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 125 20.0%

Holding current value

$16,962

Previous $13,000 30.77%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $2,638 - $2,958	25 Added 20.0%	150 $17,000
Q1 2024 Dec 12, 2024	SELL	$102.35 - $110.52 $203,369 - $219,603	-1,987 Reduced 94.08%	125 $13,000
Q1 2024 May 08, 2024	SELL	$102.35 - $110.52 $203,369 - $219,603	-1,987 Reduced 94.08%	125 $13,000
Q4 2023 Dec 12, 2024	BUY	$87.61 - $110.11 $156,646 - $196,876	1,788 Added 551.85%	2,112 $228,000
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $156,646 - $196,876	1,788 Added 551.85%	2,112 $228,000
Q2 2023 Dec 12, 2024	BUY	$91.14 - $99.81 $15,858 - $17,366	174 Added 116.0%	324 $32,000
Q2 2023 Aug 09, 2023	BUY	$91.14 - $99.81 $11,301 - $12,376	124 Added 62.0%	324 $32,000
Q1 2023 May 04, 2023	BUY	$92.27 - $107.68 $18,454 - $21,536	200 New	200 $19,000
Q1 2020 May 05, 2020	SELL	$49.11 - $85.52 $15,911 - $27,708	-324 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $27,322 - $29,260	324 New	324 $28,000

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History