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

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,907 shares of IJR stock, worth $227,066. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,907
Previous 1,876 1.65%
Holding current value
$227,066
Previous $219 Million 0.14%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$113.92 - $127.38 $3,531 - $3,948
31 Added 1.65%
1,907 $220 Million
Q1 2024

Apr 30, 2024
BUY
$102.35 - $110.52 $2,661 - $2,873
26 Added 1.41%
1,876 $207 Million
Q4 2023

Jan 05, 2024
BUY
$87.61 - $110.11 $162,078 - $203,703
1,850 New
1,850 $175 Million

Others Institutions Holding IJR

# of Institutions
2,606
Shares Held
501M
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 Valued Wealth Advisors LLC Portfolio

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

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email