A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,304 shares of IJR stock, worth $270,466. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,304
Previous 1,996 15.43%
Holding current value
$270,466
Previous $212,000 26.89%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 28, 2024

BUY
$105.53 - $118.34 $32,503 - $36,448
308 Added 15.43%
2,304 $269,000
Q2 2024

Aug 01, 2024

BUY
$102.13 - $110.88 $203,851 - $221,316
1,996 New
1,996 $212,000
Q4 2023

Jan 30, 2024

BUY
$87.61 - $110.11 $183,367 - $230,460
2,093 New
2,093 $226,000
Q4 2018

Feb 11, 2019

SELL
$65.14 - $85.94 $164,217 - $216,654
-2,521 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$84.33 - $90.31 $212,595 - $227,671
2,521 New
2,521 $220,000

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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