A detailed history of Peloton Wealth Strategists transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 3,134 shares of IJR stock, worth $357,025. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,134
Previous 2,819 11.17%
Holding current value
$357,025
Previous $311,000 7.4%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 15, 2024

BUY
$102.13 - $110.88 $32,170 - $34,927
315 Added 11.17%
3,134 $334,000
Q1 2024

May 14, 2024

BUY
$102.35 - $110.52 $1,023 - $1,105
10 Added 0.36%
2,819 $311,000
Q4 2023

Feb 15, 2024

BUY
$87.61 - $110.11 $246,096 - $309,298
2,809 New
2,809 $304,000
Q1 2019

May 15, 2019

SELL
$68.34 - $81.18 $520,545 - $618,348
-7,617 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
$65.14 - $85.94 $171,513 - $226,280
-2,633 Reduced 25.69%
7,617 $528,000
Q3 2018

Nov 14, 2018

SELL
$84.33 - $90.31 $229,630 - $245,914
-2,723 Reduced 20.99%
10,250 $894,000
Q2 2018

Aug 15, 2018

BUY
$75.25 - $86.64 $54,556 - $62,814
725 Added 5.92%
12,973 $1.08 Million
Q1 2018

May 07, 2018

BUY
$73.35 - $80.36 $190,049 - $208,212
2,591 Added 26.83%
12,248 $943,000
Q4 2017

Feb 15, 2018

BUY
$73.06 - $77.74 $53,187 - $56,594
728 Added 8.15%
9,657 $742,000
Q3 2017

Nov 09, 2017

BUY
$72.31 - $74.22 $645,655 - $662,710
8,929
8,929 $663,000

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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