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

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 7,518 shares of IJR stock, worth $882,387. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,518
Previous 8,418 10.69%
Holding current value
$882,387
Previous $985 Million 12.01%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Feb 14, 2025
SELL
$113.92 - $127.38 $102,528 - $114,642
-900 Reduced 10.69%
7,518 $866 Million
Q3 2024

Nov 12, 2024
SELL
$105.53 - $118.34 $211 - $236
-2 Reduced 0.02%
8,418 $985 Million
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $251,137 - $272,653
-2,459 Reduced 22.6%
8,420 $891 Million
Q1 2024

May 07, 2024
SELL
$102.35 - $110.52 $57,111 - $61,670
-558 Reduced 4.88%
10,879 $1.19 Billion
Q4 2023

May 07, 2024
BUY
$87.61 - $110.11 $1 Million - $1.26 Million
11,437 New
11,437 $1.24 Billion

Others Institutions Holding IJR

# of Institutions
2,810
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email