A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 2,608 shares of IJR stock, worth $329,312. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,608
Previous 2,475 5.37%
Holding current value
$329,312
Previous $264 Million 15.55%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$105.53 - $118.34 $14,035 - $15,739
133 Added 5.37%
2,608 $305 Million
Q2 2024

Aug 01, 2024

BUY
$102.13 - $110.88 $24,613 - $26,722
241 Added 10.79%
2,475 $264 Million
Q1 2024

May 03, 2024

SELL
$102.35 - $110.52 $3,684 - $3,978
-36 Reduced 1.59%
2,234 $247 Million
Q4 2023

Jan 23, 2024

BUY
$87.61 - $110.11 $4,117 - $5,175
47 Added 2.11%
2,270 $246 Million
Q3 2023

Oct 16, 2023

BUY
$92.9 - $105.16 $206,516 - $233,770
2,223 New
2,223 $210 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Lmg Wealth Partners, LLC Portfolio

Follow Lmg Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmg Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.