A detailed history of Winthrop Advisory Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 3,516 shares of IJR stock, worth $400,542. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,516
Previous 3,636 3.3%
Holding current value
$400,542
Previous $387,000 6.2%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 31, 2024

SELL
$105.53 - $118.34 $12,663 - $14,200
-120 Reduced 3.3%
3,516 $411,000
Q2 2024

Jul 18, 2024

SELL
$102.13 - $110.88 $110,198 - $119,639
-1,079 Reduced 22.88%
3,636 $387,000
Q1 2024

Apr 17, 2024

SELL
$102.35 - $110.52 $67.6 Million - $73 Million
-660,430 Reduced 99.29%
4,715 $521,000
Q4 2023

Jan 10, 2024

BUY
$87.61 - $110.11 $57.9 Million - $72.8 Million
660,955 Added 15774.58%
665,145 $72 Million
Q3 2023

Nov 03, 2023

BUY
$92.9 - $105.16 $2,415 - $2,734
26 Added 0.62%
4,190 $395,000
Q2 2023

Aug 02, 2023

SELL
$91.14 - $99.81 $204,609 - $224,073
-2,245 Reduced 35.03%
4,164 $414,000
Q1 2023

Apr 17, 2023

SELL
$92.27 - $107.68 $6,274 - $7,322
-68 Reduced 1.05%
6,409 $619,000
Q4 2022

Aug 03, 2023

BUY
$89.09 - $102.13 $206,065 - $236,226
2,313 Added 55.55%
6,477 $612,000
Q4 2022

Jan 18, 2023

BUY
$89.09 - $102.13 $356,538 - $408,724
4,002 Added 161.7%
6,477 $613,000
Q3 2022

Nov 04, 2022

BUY
$87.04 - $106.5 $20,976 - $25,666
241 Added 10.79%
2,475 $216,000
Q2 2022

Jul 21, 2022

SELL
$89.03 - $109.02 $979 - $1,199
-11 Reduced 0.49%
2,234 $206,000
Q1 2022

Apr 13, 2022

BUY
$102.32 - $116.69 $6,957 - $7,934
68 Added 3.12%
2,245 $242,000
Q4 2021

Jan 12, 2022

SELL
$108.26 - $120.32 $541 - $601
-5 Reduced 0.23%
2,177 $249,000
Q3 2021

Oct 14, 2021

SELL
$104.62 - $113.69 $7,428 - $8,071
-71 Reduced 3.15%
2,182 $238,000
Q2 2021

Jul 14, 2021

BUY
$106.38 - $116.3 $29,999 - $32,796
282 Added 14.31%
2,253 $254,000
Q1 2021

Apr 23, 2021

BUY
$91.04 - $115.01 $179,439 - $226,684
1,971 New
1,971 $214,000
Q2 2020

Jul 17, 2020

SELL
$50.99 - $75.55 $220,531 - $326,753
-4,325 Closed
0 $0
Q1 2020

Apr 17, 2020

SELL
$49.11 - $85.52 $580,431 - $1.01 Million
-11,819 Reduced 73.21%
4,325 $243,000
Q4 2019

Jan 06, 2020

SELL
$75.05 - $84.14 $1,275 - $1,430
-17 Reduced 0.11%
16,144 $1.35 Million
Q3 2019

Oct 10, 2019

SELL
$73.61 - $80.67 $3 Million - $3.29 Million
-40,786 Reduced 71.62%
16,161 $1.26 Million
Q2 2019

Jul 17, 2019

SELL
$73.17 - $81.37 $122,852 - $136,620
-1,679 Reduced 2.86%
56,947 $4.46 Million
Q1 2019

Apr 23, 2019

BUY
$68.34 - $81.18 $179,460 - $213,178
2,626 Added 4.69%
58,626 $4.56 Million
Q4 2018

Jan 15, 2019

BUY
$65.14 - $85.94 $2.2 Million - $2.9 Million
33,796 Added 152.21%
56,000 $3.88 Million
Q3 2018

Oct 29, 2018

SELL
$84.33 - $90.31 $126,157 - $135,103
-1,496 Reduced 6.31%
22,204 $1.94 Million
Q2 2018

Aug 07, 2018

SELL
$75.25 - $86.64 $61,328 - $70,611
-815 Reduced 3.32%
23,700 $1.98 Million
Q1 2018

May 11, 2018

BUY
$73.35 - $80.36 $60,146 - $65,895
820 Added 3.46%
24,515 $1.93 Million
Q4 2017

May 01, 2018

BUY
$73.06 - $77.74 $1.73 Million - $1.84 Million
23,695
23,695 $1.84 Million

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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