Sonoma Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 2024

A detailed history of Sonoma Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 6,423 shares of IJR stock, worth $751,940. This represents 1.19% of its overall portfolio holdings.

Number of Shares
6,423
Previous 4,769 34.68%
Holding current value
$751,940
Previous $558 Million 32.68%
% of portfolio
1.19%
Previous 0.87%

Shares

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

Feb 06, 2025
BUY
$113.92 - $127.38 $188,423 - $210,686
1,654 Added 34.68%
6,423 $740 Million
Q3 2024

Oct 17, 2024
BUY
$105.53 - $118.34 $250,528 - $280,939
2,374 Added 99.12%
4,769 $558 Million
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $8,802 - $9,504
86 Added 3.72%
2,395 $265 Million
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $202,291 - $254,243
2,309 New
2,309 $250 Million
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $385,042 - $449,348
4,173 New
4,173 $404 Million

Others Institutions Holding IJR

# of Institutions
2,719
Shares Held
527M
Call Options Held
947K
Put Options Held
622K
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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