A detailed history of Adams Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Adams Wealth Management holds 3,417 shares of IJR stock, worth $426,749. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,417
Previous 3,105 10.05%
Holding current value
$426,749
Previous $331,000 20.54%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$105.53 - $118.34 $32,925 - $36,922
312 Added 10.05%
3,417 $399,000
Q2 2024

Jul 16, 2024

BUY
$102.13 - $110.88 $306 - $332
3 Added 0.1%
3,105 $331,000
Q1 2024

May 20, 2024

BUY
$102.35 - $110.52 $317,489 - $342,833
3,102 New
3,102 $342,000
Q2 2023

Aug 14, 2023

BUY
$91.14 - $99.81 $30,076 - $32,937
330 Added 2.8%
12,133 $1.21 Million
Q1 2023

May 03, 2023

BUY
$92.27 - $107.68 $310,488 - $362,343
3,365 Added 39.88%
11,803 $1.14 Million
Q4 2022

Feb 17, 2023

BUY
$89.09 - $102.13 $751,741 - $861,772
8,438 New
8,438 $798,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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