A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,313 shares of IJR stock, worth $491,336. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,313
Previous 4,303 0.23%
Holding current value
$491,336
Previous $459 Million 9.93%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 16, 2024

BUY
$105.53 - $118.34 $1,055 - $1,183
10 Added 0.23%
4,313 $504 Million
Q2 2024

Jul 15, 2024

BUY
$102.13 - $110.88 $30,536 - $33,153
299 Added 7.47%
4,303 $459 Million
Q1 2024

Apr 23, 2024

BUY
$102.35 - $110.52 $409,809 - $442,522
4,004 New
4,004 $443 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 Melfa Wealth Management, LLC Portfolio

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

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.