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

Dynasty Wealth Management, LLC

$3.31 Trillion
Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,442,047 shares of IJR stock, worth $168 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

1,442,047

Previous 506,306 184.82%

Holding current value

$168 Million

Previous $54 Billion 40.62%

% of portfolio

2.29%

Previous 1.59%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $98.7 Million - $111 Million	935,741 Added 184.82%	1,442,047 $75.9 Billion
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $2.74 Million - $2.98 Million	26,855 Added 5.6%	506,306 $54 Billion
Q1 2024 May 15, 2024	BUY	$102.35 - $110.52 $49.1 Million - $53 Million	479,451 New	479,451 $53 Billion

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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