Triad Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 21,726 shares of IJR stock, worth $2.53 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
21,726
Previous 30,461 28.68%
Holding current value
$2.53 Million
Previous $3.25 Billion 21.79%
% of portfolio
1.35%
Previous 1.7%

Shares

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

Oct 21, 2024
SELL
$105.53 - $118.34 $921,804 - $1.03 Million
-8,735 Reduced 28.68%
21,726 $2.54 Billion
Q2 2024

Jul 18, 2024
BUY
$102.13 - $110.88 $548,029 - $594,982
5,366 Added 21.38%
30,461 $3.25 Billion
Q1 2024

Apr 23, 2024
BUY
$102.35 - $110.52 $2.57 Million - $2.77 Million
25,095 New
25,095 $2.77 Billion

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
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