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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,540 shares of IJR stock, worth $3.53 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
30,540
Previous 15,718 94.3%
Holding current value
$3.53 Million
Previous $1.71 Billion 90.16%
% of portfolio
0.24%
Previous 0.15%

Shares

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

Aug 07, 2024
BUY
$102.13 - $110.88 $1.51 Million - $1.64 Million
14,822 Added 94.3%
30,540 $3.26 Billion
Q1 2024

May 13, 2024
BUY
$102.35 - $110.52 $464,361 - $501,429
4,537 Added 40.58%
15,718 $1.71 Billion
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $979,567 - $1.23 Million
11,181 New
11,181 $1.21 Billion

Others Institutions Holding IJR

# of Institutions
2,478
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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