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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 31,785 shares of IJR stock, worth $3.72 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
31,785
Previous 32,592 2.48%
Holding current value
$3.72 Million
Previous $3.81 Billion 3.92%
% of portfolio
0.75%
Previous 0.73%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$113.92 - $127.38 $91,933 - $102,795
-807 Reduced 2.48%
31,785 $3.66 Billion
Q3 2024

Oct 28, 2024
BUY
$105.53 - $118.34 $137,822 - $154,552
1,306 Added 4.17%
32,592 $3.81 Billion
Q2 2024

Sep 11, 2024
BUY
$102.13 - $110.88 $451,210 - $489,867
4,418 Added 16.44%
31,286 $3.34 Billion
Q1 2024

Sep 11, 2024
BUY
$102.35 - $110.52 $466,101 - $503,308
4,554 Added 20.41%
26,868 $2.97 Billion
Q4 2023

Sep 11, 2024
BUY
$87.61 - $110.11 $257,836 - $324,053
2,943 Added 15.19%
22,314 $2.42 Billion
Q3 2023

Sep 11, 2024
BUY
$92.9 - $105.16 $188,029 - $212,843
2,024 Added 11.67%
19,371 $1.83 Billion
Q2 2023

Sep 11, 2024
BUY
$91.14 - $99.81 $15,493 - $16,967
170 Added 0.99%
17,347 $1.73 Billion
Q1 2023

Sep 11, 2024
BUY
$92.27 - $107.68 $32,017 - $37,364
347 Added 2.06%
17,177 $1.66 Billion
Q4 2022

Sep 11, 2024
BUY
$89.09 - $102.13 $162,321 - $186,080
1,822 Added 12.14%
16,830 $1.59 Billion
Q3 2022

Sep 11, 2024
SELL
$87.04 - $106.5 $78,858 - $96,489
-906 Reduced 5.69%
15,008 $1.31 Billion
Q2 2022

Sep 11, 2024
SELL
$89.03 - $109.02 $203,611 - $249,328
-2,287 Reduced 12.57%
15,914 $1.47 Billion
Q1 2022

Sep 11, 2024
SELL
$102.32 - $116.69 $204 - $233
-2 Reduced 0.01%
18,201 $1.96 Billion
Q4 2021

Sep 10, 2024
SELL
$108.26 - $120.32 $23,492 - $26,109
-217 Reduced 1.18%
18,203 $2.08 Billion
Q3 2021

Sep 10, 2024
SELL
$104.62 - $113.69 $14,542 - $15,802
-139 Reduced 0.75%
18,420 $2.01 Billion
Q2 2021

Sep 10, 2024
BUY
$106.38 - $116.3 $64,785 - $70,826
609 Added 3.39%
18,559 $2.1 Billion
Q1 2021

Sep 10, 2024
SELL
$91.04 - $115.01 $42,242 - $53,364
-464 Reduced 2.52%
17,950 $1.95 Billion
Q4 2020

Sep 10, 2024
BUY
$71.23 - $92.42 $12,607 - $16,358
177 Added 0.97%
18,414 $1.69 Billion
Q3 2020

Sep 10, 2024
SELL
$65.69 - $75.96 $110,490 - $127,764
-1,682 Reduced 8.44%
18,237 $1.28 Billion
Q2 2020

Sep 10, 2024
BUY
$50.99 - $75.55 $301,299 - $446,424
5,909 Added 42.18%
19,919 $1.36 Billion
Q1 2020

Sep 10, 2024
BUY
$49.11 - $85.52 $100,577 - $175,144
2,048 Added 17.12%
14,010 $786 Million
Q4 2019

Sep 09, 2024
BUY
$75.05 - $84.14 $897,748 - $1.01 Million
11,962 New
11,962 $1 Billion

Others Institutions Holding IJR

# of Institutions
2,686
Shares Held
522M
Call Options Held
998K
Put Options Held
671K
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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