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

Partnership Wealth Management, LLC

$118 Billion
Q1 2025

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 80,909 shares of IJR stock, worth $8.42 Million. This represents 7.18% of its overall portfolio holdings.

Number of Shares

80,909

Previous 80,338 0.71%

Holding current value

$8.42 Million

Previous $9.26 Billion 8.6%

% of portfolio

7.18%

Previous 7.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$102.49 - $119.96 $58,521 - $68,497	571 Added 0.71%	80,909 $8.46 Billion
Q4 2024 Jan 08, 2025	BUY	$113.92 - $127.38 $1.31 Million - $1.47 Million	11,543 Added 16.78%	80,338 $9.26 Billion
Q3 2024 Oct 08, 2024	BUY	$105.53 - $118.34 $4.16 Million - $4.66 Million	39,399 Added 134.03%	68,795 $8.05 Billion
Q2 2024 Jul 03, 2024	SELL	$102.13 - $110.88 $439,771 - $477,449	-4,306 Reduced 12.78%	29,396 $3.14 Billion
Q1 2024 Apr 10, 2024	BUY	$102.35 - $110.52 $93,752 - $101,236	916 Added 2.79%	33,702 $3.72 Billion
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $2.87 Million - $3.61 Million	32,786 New	32,786 $3.41 Billion

Others Institutions Holding IJR

# of Institutions

2,836

Shares Held

538M

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

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