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

Waterway Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Waterway Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 98,082 shares of IJR stock, worth $11.3 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares
98,082
Previous 154,445 36.49%
Holding current value
$11.3 Million
Previous $17.1 Billion 38.72%
% of portfolio
5.13%
Previous 7.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$102.13 - $110.88 $5.76 Million - $6.25 Million
-56,363 Reduced 36.49%
98,082 $10.5 Billion
Q1 2024

Apr 18, 2024
SELL
$102.35 - $110.52 $642,041 - $693,291
-6,273 Reduced 3.9%
154,445 $17.1 Billion
Q4 2023

Jan 17, 2024
BUY
$87.61 - $110.11 $14.1 Million - $17.7 Million
160,718 New
160,718 $17.4 Billion

Others Institutions Holding IJR

# of Institutions
2,479
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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