Trademark Financial Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,430 shares of IJR stock, worth $512,994. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,430
Previous 4,532 2.25%
Holding current value
$512,994
Previous $483 Million 7.19%
% of portfolio
0.41%
Previous 0.39%

Shares

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

Oct 31, 2024
SELL
$105.53 - $118.34 $10,764 - $12,070
-102 Reduced 2.25%
4,430 $518 Million
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $113,670 - $123,409
-1,113 Reduced 19.72%
4,532 $483 Million
Q1 2024

May 07, 2024
SELL
$102.35 - $110.52 $76,353 - $82,447
-746 Reduced 11.67%
5,645 $624 Million
Q4 2023

Feb 13, 2024
BUY
$87.61 - $110.11 $559,915 - $703,713
6,391 New
6,391 $692 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 Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email