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

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 2,639 shares of IJR stock, worth $309,792. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,639
Previous 4,689 43.72%
Holding current value
$309,792
Previous $500 Million 38.27%
% of portfolio
0.14%
Previous 0.25%

Shares

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

Oct 25, 2024
SELL
$105.53 - $118.34 $216,336 - $242,597
-2,050 Reduced 43.72%
2,639 $309 Million
Q1 2024

Apr 23, 2024
BUY
$102.35 - $110.52 $14,840 - $16,025
145 Added 3.19%
4,689 $518 Million
Q4 2023

Jan 17, 2024
BUY
$87.61 - $110.11 $398,099 - $500,339
4,544 New
4,544 $492 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
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