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

Melone Private Wealth, LLC

$193 Million
Q4 2024

A detailed history of Melone Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 41,561 shares of IJR stock, worth $4.69 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

41,561

Previous 30,558 36.01%

Holding current value

$4.69 Million

Previous $3.57 Million 33.97%

% of portfolio

2.48%

Previous 1.9%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$113.92 - $127.38 $1.25 Million - $1.4 Million	11,003 Added 36.01%	41,561 $4.79 Million
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $135,078 - $151,475	1,280 Added 4.37%	30,558 $3.57 Million
Q2 2024 Jul 12, 2024	BUY	$102.13 - $110.88 $159,424 - $173,083	1,561 Added 5.63%	29,278 $3.12 Million
Q1 2024 May 03, 2024	BUY	$102.35 - $110.52 $68,165 - $73,606	666 Added 2.46%	27,717 $3.06 Million
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $2.37 Million - $2.98 Million	27,051 New	27,051 $2.93 Million

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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