Shepherd Wealth Management LTD Liability CO Ishares Core S&P Sm Cap ETF Transaction History

Shepherd Wealth Management LTD Liability CO

$97.3 Billion
Q1 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 13,044 shares of IJR stock, worth $1.56 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

13,044

Previous 67,578 80.7%

Holding current value

$1.56 Million

Previous $7.79 Billion 82.63%

% of portfolio

1.39%

Previous 7.66%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$102.49 - $119.96 $5.59 Million - $6.54 Million	-54,534 Reduced 80.7%	13,044 $1.35 Billion
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $7.7 Million - $8.61 Million	67,578 New	67,578 $7.79 Billion

Others Institutions Holding IJR

# of Institutions

2,835

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Wealth Management LTD Liability CO, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Wealth Management LTD Liability CO with notifications on news.

Account

Shepherd Wealth Management LTD Liability CO Ishares Core S&P Sm Cap ETF Transaction History