A detailed history of Tilia Fiduciary Partners, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 12,640 shares of IJR stock, worth $1.48 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
12,640
Previous 12,682 0.33%
Holding current value
$1.48 Million
Previous $1.35 Million 9.32%
% of portfolio
1.04%
Previous 1.08%

Shares

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

Oct 08, 2024

SELL
$105.53 - $118.34 $4,432 - $4,970
-42 Reduced 0.33%
12,640 $1.48 Million
Q2 2024

Jul 11, 2024

BUY
$102.13 - $110.88 $17,464 - $18,960
171 Added 1.37%
12,682 $1.35 Million
Q1 2024

Apr 12, 2024

BUY
$102.35 - $110.52 $153,217 - $165,448
1,497 Added 13.59%
12,511 $1.38 Million
Q4 2023

Jan 12, 2024

BUY
$87.61 - $110.11 $99,437 - $124,974
1,135 Added 11.49%
11,014 $1.19 Million
Q3 2023

Oct 10, 2023

BUY
$92.9 - $105.16 $11,055 - $12,514
119 Added 1.22%
9,879 $931,000
Q2 2023

Jul 13, 2023

SELL
$91.14 - $99.81 $37,549 - $41,121
-412 Reduced 4.05%
9,760 $972,000
Q1 2023

May 10, 2023

BUY
$92.27 - $107.68 $13,932 - $16,259
151 Added 1.51%
10,172 $983,000
Q4 2022

Feb 10, 2023

BUY
$89.09 - $102.13 $21,114 - $24,204
237 Added 2.42%
10,021 $948,000
Q3 2022

Oct 26, 2022

BUY
$87.04 - $106.5 $112,194 - $137,278
1,289 Added 15.17%
9,784 $877,000
Q2 2022

Aug 01, 2022

BUY
$89.03 - $109.02 $34,632 - $42,408
389 Added 4.8%
8,495 $784,000
Q1 2022

Apr 18, 2022

SELL
$102.32 - $116.69 $22,203 - $25,321
-217 Reduced 2.61%
8,106 $874,000
Q4 2021

Feb 14, 2022

BUY
$108.26 - $120.32 $901,047 - $1 Million
8,323 New
8,323 $953,000

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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