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

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 16,186 shares of IJR stock, worth $1.83 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

16,186

Previous 14,414 12.29%

Holding current value

$1.83 Million

Previous $1.69 Billion 10.62%

% of portfolio

0.85%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$113.92 - $127.38 $201,866 - $225,717	1,772 Added 12.29%	16,186 $1.86 Billion
Q3 2024 Oct 28, 2024	BUY	$105.53 - $118.34 $73,554 - $82,482	697 Added 5.08%	14,414 $1.69 Billion
Q2 2024 Jul 17, 2024	SELL	$102.13 - $110.88 $5,515 - $5,987	-54 Reduced 0.39%	13,717 $1.46 Billion
Q1 2024 Apr 22, 2024	SELL	$102.35 - $110.52 $30,705 - $33,156	-300 Reduced 2.13%	13,771 $1.52 Billion
Q1 2023 May 03, 2023	BUY	$92.27 - $107.68 $27,681 - $32,304	300 Added 2.18%	14,071 $1.36 Billion
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $1.23 Million - $1.41 Million	13,771 New	13,771 $1.3 Billion

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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