Powell Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 4,775 shares of IJR stock, worth $545,734. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,775
Previous 3,776 26.46%
Holding current value
$545,734
Previous $402,000 38.81%
% of portfolio
0.26%
Previous 0.21%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$105.53 - $118.34 $105,424 - $118,221
999 Added 26.46%
4,775 $558,000
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $68,427 - $74,289
-670 Reduced 15.07%
3,776 $402,000
Q1 2024

Apr 15, 2024
SELL
$102.35 - $110.52 $171,129 - $184,789
-1,672 Reduced 27.33%
4,446 $491,000
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $209,913 - $263,823
2,396 Added 64.37%
6,118 $662,000
Q2 2023

Aug 02, 2023
SELL
$91.14 - $99.81 $2,005 - $2,195
-22 Reduced 0.59%
3,722 $370,000
Q1 2023

May 10, 2023
SELL
$92.27 - $107.68 $17,900 - $20,889
-194 Reduced 4.93%
3,744 $362,000
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1,870 - $2,144
21 Added 0.54%
3,938 $372,000
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $49,678 - $60,833
558 Added 16.61%
3,917 $362,000
Q1 2022

May 09, 2022
BUY
$102.32 - $116.69 $15,654 - $17,853
153 Added 4.77%
3,359 $362,000
Q4 2021

Jan 14, 2022
BUY
$108.26 - $120.32 $3,897 - $4,331
36 Added 1.14%
3,206 $367,000
Q2 2021

Jul 14, 2021
BUY
$106.38 - $116.3 $1,595 - $1,744
15 Added 0.48%
3,170 $358,000
Q1 2021

Apr 14, 2021
BUY
$91.04 - $115.01 $87,216 - $110,179
958 Added 43.6%
3,155 $342,000
Q4 2020

Jan 14, 2021
BUY
$71.23 - $92.42 $142 - $184
2 Added 0.09%
2,197 $202,000
Q3 2020

Oct 07, 2020
BUY
$65.69 - $75.96 $262 - $303
4 Added 0.18%
2,195 $154,000
Q2 2020

Jul 31, 2020
BUY
$50.99 - $75.55 $356 - $528
7 Added 0.32%
2,191 $150,000
Q1 2020

May 12, 2020
BUY
$49.11 - $85.52 $28,238 - $49,174
575 Added 35.74%
2,184 $123,000
Q4 2019

Feb 10, 2020
BUY
$75.05 - $84.14 $120,755 - $135,381
1,609 New
1,609 $135,000

Others Institutions Holding IJR

# of Institutions
2,523
Shares Held
494M
Call Options Held
736K
Put Options Held
97.4K
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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