Triad Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 8,486 shares of IJR stock, worth $1.01 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

8,486

Previous 21,726 60.94%

Holding current value

$1.01 Million

Previous $2.54 Billion 61.52%

% of portfolio

0.35%

Previous 1.35%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$113.92 - $127.38 $1.51 Million - $1.69 Million	-13,240 Reduced 60.94%	8,486 $978 Million
Q3 2024 Oct 21, 2024	SELL	$105.53 - $118.34 $921,804 - $1.03 Million	-8,735 Reduced 28.68%	21,726 $2.54 Billion
Q2 2024 Jul 18, 2024	BUY	$102.13 - $110.88 $548,029 - $594,982	5,366 Added 21.38%	30,461 $3.25 Billion
Q1 2024 Apr 23, 2024	BUY	$102.35 - $110.52 $2.57 Million - $2.77 Million	25,095 New	25,095 $2.77 Billion

Others Institutions Holding IJR

# of Institutions

2,672

Shares Held

520M

Call Options Held

998K

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Triad Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History