Morton Capital Management Llc/Ca Ishares Core S&P Sm Cap ETF Transaction History

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,849 shares of IJR stock, worth $216,055. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,849
Previous 1,849 -0.0%
Holding current value
$216,055
Previous $202 Million 8.73%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$90.56 - $109.49 $8,422 - $10,182
-93 Reduced 4.79%
1,849 $202 Million
Q1 2025

Apr 17, 2025
SELL
$102.49 - $119.96 $30,132 - $35,268
-294 Reduced 13.15%
1,942 $203 Million
Q4 2024

Jan 14, 2025
BUY
$113.92 - $127.38 $569 - $636
5 Added 0.22%
2,236 $258 Million
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $235,437 - $264,016
2,231 New
2,231 $261 Million

About ISHARES CORE S&P SM CAP ETF

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  • Ticker IJR
  • Sector ETFs
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