Napa Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Napa Wealth Management

  • $148 Billion
  • Q2 2024

A detailed history of Napa Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Napa Wealth Management holds 6,192 shares of IJR stock, worth $707,683. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,192
Previous 6,222 0.48%
Holding current value
$707,683
Previous $688 Million 3.96%
% of portfolio
0.45%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $3,063 - $3,326
-30 Reduced 0.48%
6,192 $660 Million
Q1 2024

Aug 14, 2024
SELL
$102.35 - $110.52 $36,027 - $38,903
-352 Reduced 5.35%
6,222 $688 Million
Q4 2023

Feb 22, 2024
BUY
$87.61 - $110.11 $575,948 - $723,863
6,574 New
6,574 $712 Million

Others Institutions Holding IJR

# of Institutions
2,524
Shares Held
494M
Call Options Held
771K
Put Options Held
97.4K
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 Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email