Partnership Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 80,338 shares of IJR stock, worth $9.03 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares
80,338
Previous 68,795 16.78%
Holding current value
$9.03 Million
Previous $8.05 Billion 15.04%
% of portfolio
7.7%
Previous 5.68%

Shares

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

Jan 08, 2025
BUY
$113.92 - $127.38 $1.31 Million - $1.47 Million
11,543 Added 16.78%
80,338 $9.26 Billion
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $4.16 Million - $4.66 Million
39,399 Added 134.03%
68,795 $8.05 Billion
Q2 2024

Jul 03, 2024
SELL
$102.13 - $110.88 $439,771 - $477,449
-4,306 Reduced 12.78%
29,396 $3.14 Billion
Q1 2024

Apr 10, 2024
BUY
$102.35 - $110.52 $93,752 - $101,236
916 Added 2.79%
33,702 $3.72 Billion
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $2.87 Million - $3.61 Million
32,786 New
32,786 $3.41 Billion

Others Institutions Holding IJR

# of Institutions
2,817
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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