A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 2,085 shares of IJR stock, worth $241,443. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,085
Previous 2,093 0.38%
Holding current value
$241,443
Previous $223 Million 8.86%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 06, 2024

SELL
$105.53 - $118.34 $844 - $946
-8 Reduced 0.38%
2,085 $243 Million
Q4 2023

Feb 05, 2024

BUY
$87.61 - $110.11 $183,367 - $230,460
2,093 New
2,093 $222 Million
Q2 2023

Aug 08, 2023

SELL
$91.14 - $99.81 $1,093 - $1,197
-12 Reduced 0.57%
2,093 $219 Million
Q4 2022

Feb 15, 2023

BUY
$89.09 - $102.13 $187,534 - $214,983
2,105 New
2,105 $227 Million

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 Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.