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

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 42,631 shares of IJR stock, worth $5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

42,631

Previous 37,515 13.64%

Holding current value

$5 Million

Previous $4 Billion 24.61%

% of portfolio

0.46%

Previous 0.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$105.53 - $118.34 $539,891 - $605,427	5,116 Added 13.64%	42,631 $4.99 Billion
Q2 2024 Jul 17, 2024	BUY	$102.13 - $110.88 $415,566 - $451,170	4,069 Added 12.17%	37,515 $4 Billion
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $1.01 Million - $1.09 Million	9,874 Added 41.89%	33,446 $3.7 Billion
Q4 2023 Mar 14, 2024	BUY	$87.61 - $110.11 $2.07 Million - $2.6 Million	23,572 New	23,572 $2.55 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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