Leverty Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Leverty Financial Group, LLC

$182 Million
Q3 2024

A detailed history of Leverty Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Leverty Financial Group, LLC holds 12,601 shares of IJR stock, worth $1.47 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

12,601

Previous 12,945 2.66%

Holding current value

$1.47 Million

Previous $1.38 Million 6.74%

% of portfolio

0.81%

Previous 0.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$105.53 - $118.34 $36,302 - $40,708	-344 Reduced 2.66%	12,601 $1.47 Million
Q2 2024 Jul 15, 2024	SELL	$102.13 - $110.88 $22,162 - $24,060	-217 Reduced 1.65%	12,945 $1.38 Million
Q1 2024 Apr 23, 2024	BUY	$102.35 - $110.52 $38,074 - $41,113	372 Added 2.91%	13,162 $1.45 Million
Q4 2023 Jan 10, 2024	SELL	$87.61 - $110.11 $29,086 - $36,556	-332 Reduced 2.53%	12,790 $1.38 Million
Q3 2023 Oct 18, 2023	BUY	$92.9 - $105.16 $4,923 - $5,573	53 Added 0.41%	13,122 $1.24 Million
Q2 2023 Jul 27, 2023	SELL	$91.14 - $99.81 $6,197 - $6,787	-68 Reduced 0.52%	13,069 $1.3 Million
Q1 2023 Apr 21, 2023	BUY	$92.27 - $107.68 $3,413 - $3,984	37 Added 0.28%	13,137 $1.27 Million
Q4 2022 Jan 30, 2023	SELL	$89.09 - $102.13 $86,506 - $99,168	-971 Reduced 6.9%	13,100 $1.24 Million
Q3 2022 Oct 20, 2022	SELL	$87.04 - $106.5 $34,990 - $42,813	-402 Reduced 2.78%	14,071 $1.23 Million
Q2 2022 Jul 18, 2022	SELL	$89.03 - $109.02 $145,296 - $177,920	-1,632 Reduced 10.13%	14,473 $1.34 Million
Q1 2022 Apr 20, 2022	SELL	$102.32 - $116.69 $61,596 - $70,247	-602 Reduced 3.6%	16,105 $1.74 Million
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $1.81 Million - $2.01 Million	16,707 New	16,707 $1.91 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.

Account

Leverty Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History