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

Montis Financial, LLC

  • $322 Million
  • Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 30,964 shares of IJR stock, worth $3.48 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
30,964
Previous 45,368 31.75%
Holding current value
$3.48 Million
Previous $5.31 Million 32.77%
% of portfolio
1.11%
Previous 1.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$113.92 - $127.38 $1.64 Million - $1.83 Million
-14,404 Reduced 31.75%
30,964 $3.57 Million
Q3 2024

Oct 10, 2024
BUY
$105.53 - $118.34 $4.79 Million - $5.37 Million
45,368 New
45,368 $5.31 Million

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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