Tru Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,917 shares of IJR stock, worth $459,738. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,917
Previous 3,917 -0.0%
Holding current value
$459,738
Previous $417,000 9.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 16, 2024
BUY
$102.13 - $110.88 $21,855 - $23,728
214 Added 5.78%
3,917 $417,000
Q1 2024

Apr 15, 2024
SELL
$102.35 - $110.52 $409 - $442
-4 Reduced 0.11%
3,703 $409,000
Q4 2023

Jan 10, 2024
SELL
$87.61 - $110.11 $15,331 - $19,269
-175 Reduced 4.51%
3,707 $401,000
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $1,021 - $1,156
-11 Reduced 0.28%
3,882 $366,000
Q2 2023

Aug 04, 2023
SELL
$91.14 - $99.81 $33,357 - $36,530
-366 Reduced 8.59%
3,893 $387,000
Q1 2023

Apr 25, 2023
BUY
$92.27 - $107.68 $67,910 - $79,252
736 Added 20.89%
4,259 $411,000
Q4 2022

Jan 27, 2023
SELL
$89.09 - $102.13 $1,781 - $2,042
-20 Reduced 0.56%
3,523 $0
Q3 2022

Oct 24, 2022
SELL
$87.04 - $106.5 $2,872 - $3,514
-33 Reduced 0.92%
3,543 $309,000
Q2 2022

Jul 22, 2022
BUY
$89.03 - $109.02 $25,106 - $30,743
282 Added 8.56%
3,576 $330,000
Q1 2022

Apr 27, 2022
SELL
$102.32 - $116.69 $306 - $350
-3 Reduced 0.09%
3,294 $355,000
Q4 2021

Jan 19, 2022
BUY
$108.26 - $120.32 $324 - $360
3 Added 0.09%
3,297 $378,000
Q3 2021

Oct 29, 2021
SELL
$104.62 - $113.69 $30,862 - $33,538
-295 Reduced 8.22%
3,294 $360,000
Q2 2021

Jul 29, 2021
BUY
$106.38 - $116.3 $23,935 - $26,167
225 Added 6.69%
3,589 $405,000
Q1 2021

May 10, 2021
SELL
$91.04 - $115.01 $3,368 - $4,255
-37 Reduced 1.09%
3,364 $365,000
Q4 2020

Jan 26, 2021
BUY
$71.23 - $92.42 $242,253 - $314,320
3,401 New
3,401 $313,000

Others Institutions Holding IJR

# of Institutions
2,525
Shares Held
493M
Call Options Held
771K
Put Options Held
97.4K
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 Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, 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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email