Roth Financial Partners LLC Ishares Core S&P Sm Cap ETF Transaction History

Roth Financial Partners LLC

  • $245 Million
  • Q3 2024

A detailed history of Roth Financial Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 181,635 shares of IJR stock, worth $21 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares
181,635
Previous 181,635 -0.0%
Holding current value
$21 Million
Previous $19.4 Million 9.66%
% of portfolio
8.66%
Previous 8.36%

Shares

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

Jul 03, 2024
SELL
$102.13 - $110.88 $20,323 - $22,065
-199 Reduced 0.11%
181,635 $19.4 Million
Q1 2024

Apr 12, 2024
BUY
$102.35 - $110.52 $1.44 Million - $1.55 Million
14,063 Added 8.38%
181,834 $20.1 Million
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $236,459 - $297,186
2,699 Added 1.64%
167,771 $18.2 Million
Q3 2023

Oct 10, 2023
BUY
$92.9 - $105.16 $359,894 - $407,389
3,874 Added 2.4%
165,072 $15.6 Million
Q2 2023

Jul 14, 2023
BUY
$91.14 - $99.81 $298,848 - $327,276
3,279 Added 2.08%
161,198 $16.1 Million
Q1 2023

Apr 05, 2023
BUY
$92.27 - $107.68 $263,061 - $306,995
2,851 Added 1.84%
157,919 $15.3 Million
Q4 2022

Jan 19, 2023
BUY
$89.09 - $102.13 $101,117 - $115,917
1,135 Added 0.74%
155,068 $0
Q3 2022

Oct 07, 2022
BUY
$87.04 - $106.5 $1.11 Million - $1.36 Million
12,751 Added 9.03%
153,933 $13.4 Million
Q2 2022

Jul 11, 2022
BUY
$89.03 - $109.02 $416,482 - $509,995
4,678 Added 3.43%
141,182 $13 Million
Q1 2022

Apr 14, 2022
BUY
$102.32 - $116.69 $101,501 - $115,756
992 Added 0.73%
136,504 $14.7 Million
Q4 2021

Jan 18, 2022
BUY
$108.26 - $120.32 $64,739 - $71,951
598 Added 0.44%
135,512 $15.5 Million
Q3 2021

Oct 19, 2021
SELL
$104.62 - $113.69 $170,739 - $185,542
-1,632 Reduced 1.2%
134,914 $14.7 Million
Q2 2021

Jul 09, 2021
SELL
$106.38 - $116.3 $914,761 - $1 Million
-8,599 Reduced 5.92%
136,546 $15.4 Million
Q1 2021

Apr 16, 2021
SELL
$91.04 - $115.01 $3.03 Million - $3.83 Million
-33,280 Reduced 18.65%
145,145 $15.8 Million
Q4 2020

Jan 27, 2021
BUY
$71.23 - $92.42 $12.7 Million - $16.5 Million
178,425 New
178,425 $16.4 Million

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Roth Financial Partners LLC Portfolio

Follow Roth Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roth Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roth Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email