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

Private Wealth Management Group, LLC

  • $231 Billion
  • Q2 2024

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 4,092 shares of IJR stock, worth $472,789. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,092
Previous 3,353 22.04%
Holding current value
$472,789
Previous $371 Million 17.78%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Aug 13, 2024
BUY
$102.13 - $110.88 $75,474 - $81,940
739 Added 22.04%
4,092 $436 Million
Q1 2024

Apr 30, 2024
BUY
$102.35 - $110.52 $1,023 - $1,105
10 Added 0.3%
3,353 $371 Million
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $292,880 - $368,097
3,343 New
3,343 $362 Million

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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