Family Wealth Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,911 shares of IJR stock, worth $738,224. This represents 0.74% of its overall portfolio holdings.

Number of Shares

5,911

Previous 5,904 0.12%

Holding current value

$738,224

Previous $629,000 9.86%

% of portfolio

0.74%

Previous 0.68%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$105.53 - $118.34 $738 - $828	7 Added 0.12%	5,911 $691,000
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $20,936 - $22,730	205 Added 3.6%	5,904 $629,000
Q1 2024 Aug 14, 2024	SELL	$102.35 - $110.52 $24,564 - $26,524	-240 Reduced 4.04%	5,699 $629,000
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $520,315 - $653,943	5,939 New	5,939 $642,000

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Family Wealth Group, LLC Ishares Core S&P Sm Cap ETF Transaction History