Bright Futures Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History

Bright Futures Wealth Management, Llc.

$87.3 Million
Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 8,768 shares of IJR stock, worth $1.04 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

8,768

Previous 8,831 0.71%

Holding current value

$1.04 Million

Previous $1.02 Million 9.93%

% of portfolio

1.05%

Previous 1.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$102.49 - $119.96 $6,456 - $7,557	-63 Reduced 0.71%	8,768 $916,000
Q4 2024 Jan 30, 2025	BUY	$113.92 - $127.38 $118,476 - $132,475	1,040 Added 13.35%	8,831 $1.02 Million
Q3 2024 Oct 31, 2024	SELL	$105.53 - $118.34 $4,537 - $5,088	-43 Reduced 0.55%	7,791 $911,000
Q1 2024 Jun 28, 2024	BUY	$102.35 - $110.52 $801,809 - $865,813	7,834 New	7,834 $829 Million

Others Institutions Holding IJR

# of Institutions

2,829

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Bright Futures Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History