A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 4,781 shares of IJR stock, worth $544,651. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,781
Previous 2,036 134.82%
Holding current value
$544,651
Previous $217,000 157.6%
% of portfolio
0.1%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$105.53 - $118.34 $289,679 - $324,843
2,745 Added 134.82%
4,781 $559,000
Q2 2024

Aug 02, 2024

SELL
$102.13 - $110.88 $24,409 - $26,500
-239 Reduced 10.51%
2,036 $217,000
Q1 2024

May 10, 2024

BUY
$102.35 - $110.52 $102 - $110
1 Added 0.04%
2,275 $251,000
Q4 2023

Feb 06, 2024

BUY
$87.61 - $110.11 $175 - $220
2 Added 0.09%
2,274 $246,000
Q2 2023

Aug 02, 2023

BUY
$91.14 - $99.81 $91 - $99
1 Added 0.04%
2,272 $226,000
Q1 2023

May 01, 2023

SELL
$92.27 - $107.68 $637,216 - $743,638
-6,906 Reduced 75.25%
2,271 $219,000
Q4 2022

Jan 23, 2023

BUY
$89.09 - $102.13 $817,578 - $937,247
9,177 New
9,177 $0
Q2 2022

Jul 26, 2022

BUY
$89.03 - $109.02 $89 - $109
1 Added 0.04%
2,233 $206,000
Q4 2021

Feb 02, 2022

BUY
$108.26 - $120.32 $216 - $240
2 Added 0.09%
2,232 $256,000
Q3 2021

Nov 12, 2021

BUY
$104.62 - $113.69 $104 - $113
1 Added 0.04%
2,230 $244,000
Q1 2021

May 07, 2021

BUY
$91.04 - $115.01 $91 - $115
1 Added 0.04%
2,229 $242,000
Q4 2020

May 07, 2021

BUY
$71.23 - $92.42 $66,457 - $86,227
933 Added 72.05%
2,228 $205,000
Q4 2020

Feb 16, 2021

BUY
$71.23 - $92.42 $92,242 - $119,683
1,295 New
1,295 $109,000
Q2 2020

Aug 14, 2020

SELL
$50.99 - $75.55 $214,718 - $318,141
-4,211 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$49.11 - $85.52 $21,313 - $37,115
-434 Reduced 9.34%
4,211 $236,000
Q4 2019

Feb 12, 2020

SELL
$75.05 - $84.14 $22,515 - $25,242
-300 Reduced 6.07%
4,645 $389,000
Q2 2019

Aug 08, 2019

SELL
$73.17 - $81.37 $25,609 - $28,479
-350 Reduced 6.61%
4,945 $387,000
Q4 2018

Feb 14, 2019

BUY
$65.14 - $85.94 $344,916 - $455,052
5,295 New
5,295 $367,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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