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

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 27,691 shares of IJR stock, worth $2.91 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
27,691
Previous 26,952 2.74%
Holding current value
$2.91 Million
Previous $3.15 Million 1.21%
% of portfolio
1.39%
Previous 1.48%

Shares

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

Jan 16, 2025
BUY
$113.92 - $127.38 $84,186 - $94,133
739 Added 2.74%
27,691 $3.19 Million
Q3 2024

Oct 21, 2024
SELL
$105.53 - $118.34 $23,005 - $25,798
-218 Reduced 0.8%
26,952 $3.15 Million
Q2 2024

Jul 12, 2024
SELL
$102.13 - $110.88 $12,766 - $13,860
-125 Reduced 0.46%
27,170 $2.9 Million
Q1 2024

Apr 12, 2024
SELL
$102.35 - $110.52 $186,891 - $201,809
-1,826 Reduced 6.27%
27,295 $3.02 Million
Q4 2023

Jan 10, 2024
SELL
$87.61 - $110.11 $16,383 - $20,590
-187 Reduced 0.64%
29,121 $3.15 Million
Q3 2023

Oct 24, 2023
SELL
$92.9 - $105.16 $53,882 - $60,992
-580 Reduced 1.94%
29,308 $2.76 Million
Q2 2023

Jul 24, 2023
BUY
$91.14 - $99.81 $29,985 - $32,837
329 Added 1.11%
29,888 $2.98 Million
Q1 2023

Apr 14, 2023
BUY
$92.27 - $107.68 $51,578 - $60,193
559 Added 1.93%
29,559 $2.86 Million
Q3 2022

Oct 21, 2022
SELL
$87.04 - $106.5 $87,040 - $106,500
-1,000 Reduced 3.33%
29,000 $2.6 Million
Q2 2022

Jul 15, 2022
SELL
$89.03 - $109.02 $267,090 - $327,060
-3,000 Reduced 9.09%
30,000 $2.78 Million
Q1 2022

Apr 13, 2022
BUY
$102.32 - $116.69 $204,640 - $233,380
2,000 Added 6.45%
33,000 $3.52 Million
Q4 2021

Jan 19, 2022
BUY
$108.26 - $120.32 $113,997 - $126,696
1,053 Added 3.52%
31,000 $3.51 Million
Q3 2021

Oct 29, 2021
SELL
$104.62 - $113.69 $12,868 - $13,983
-123 Reduced 0.41%
29,947 $3.27 Million
Q2 2021

Jul 14, 2021
BUY
$106.38 - $116.3 $403,605 - $441,242
3,794 Added 14.44%
30,070 $3.4 Million
Q1 2021

Apr 15, 2021
BUY
$91.04 - $115.01 $970,122 - $1.23 Million
10,656 Added 68.22%
26,276 $2.86 Million
Q4 2020

Feb 04, 2021
BUY
$71.23 - $92.42 $1.11 Million - $1.44 Million
15,620 New
15,620 $1.58 Million

Others Institutions Holding IJR

# of Institutions
2,830
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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