A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,604 shares of IJR stock, worth $995,224. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,604
Previous 8,296 3.71%
Holding current value
$995,224
Previous $917 Million 0.09%
% of portfolio
0.7%
Previous 0.71%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$102.13 - $110.88 $31,456 - $34,151
308 Added 3.71%
8,604 $918 Million
Q1 2024

May 17, 2024

BUY
$102.35 - $110.52 $9,825 - $10,609
96 Added 1.17%
8,296 $917 Million
Q4 2023

Feb 01, 2024

BUY
$87.61 - $110.11 $300,765 - $378,007
3,433 Added 72.02%
8,200 $888 Million
Q3 2023

Nov 13, 2023

SELL
$92.9 - $105.16 $792,715 - $897,330
-8,533 Reduced 64.16%
4,767 $450 Million
Q2 2023

Aug 09, 2023

BUY
$91.14 - $99.81 $401,107 - $439,263
4,401 Added 49.45%
13,300 $1.37 Billion
Q1 2023

May 15, 2023

BUY
$92.27 - $107.68 $821,110 - $958,244
8,899 New
8,899 $817 Million
Q4 2022

Nov 17, 2023

BUY
$89.09 - $102.13 $32,963 - $37,788
370 Added 6.63%
5,951 $563 Million
Q3 2022

Nov 17, 2023

BUY
$87.04 - $106.5 $70,850 - $86,691
814 Added 17.08%
5,581 $487 Million
Q2 2022

Nov 17, 2023

SELL
$89.03 - $109.02 $414,256 - $507,270
-4,653 Closed
0 $0
Q1 2022

Nov 17, 2023

SELL
$102.32 - $116.69 $11,664 - $13,302
-114 Reduced 2.39%
4,653 $502 Million

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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