Fortune Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Fortune Financial Advisors, LLC

$110 Billion
Q4 2024

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 8,077 shares of IJR stock, worth $960,516. This represents 0.85% of its overall portfolio holdings.

Number of Shares

8,077

Previous 8,174 1.19%

Holding current value

$960,516

Previous $956 Million 2.66%

% of portfolio

0.85%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$113.92 - $127.38 $11,050 - $12,355	-97 Reduced 1.19%	8,077 $931 Million
Q3 2024 Oct 24, 2024	SELL	$105.53 - $118.34 $52,870 - $59,288	-501 Reduced 5.78%	8,174 $956 Million
Q2 2024 Jul 16, 2024	SELL	$102.13 - $110.88 $50,758 - $55,107	-497 Reduced 5.42%	8,675 $925 Million
Q1 2024 Apr 23, 2024	SELL	$102.35 - $110.52 $230,696 - $249,112	-2,254 Reduced 19.73%	9,172 $1.01 Billion
Q4 2023 Jan 25, 2024	SELL	$87.61 - $110.11 $61,677 - $77,517	-704 Reduced 5.8%	11,426 $1.24 Billion
Q3 2023 Oct 25, 2023	BUY	$92.9 - $105.16 $9,940 - $11,252	107 Added 0.89%	12,130 $1.14 Billion
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $1.1 Million - $1.2 Million	12,023 New	12,023 $1.2 Billion

Others Institutions Holding IJR

# of Institutions

2,599

Shares Held

501M

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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Fortune Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History