Altus Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Altus Wealth Group LLC holds 3,688 shares of IJR stock, worth $445,436. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,688
Previous 3,804 3.05%
Holding current value
$445,436
Previous $405,000 6.42%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 22, 2024
SELL
$105.53 - $118.34 $12,241 - $13,727
-116 Reduced 3.05%
3,688 $431,000
Q2 2024

Aug 05, 2024
BUY
$102.13 - $110.88 $19,711 - $21,399
193 Added 5.34%
3,804 $405,000
Q1 2024

May 02, 2024
SELL
$102.35 - $110.52 $10,132 - $10,941
-99 Reduced 2.67%
3,611 $399,000
Q4 2023

Jan 29, 2024
SELL
$87.61 - $110.11 $22,778 - $28,628
-260 Reduced 6.55%
3,710 $401,000
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $17,743 - $20,085
191 Added 5.05%
3,970 $374,000
Q2 2023

Aug 03, 2023
SELL
$91.14 - $99.81 $2,369 - $2,595
-26 Reduced 0.68%
3,779 $376,000
Q1 2023

May 01, 2023
SELL
$92.27 - $107.68 $922 - $1,076
-10 Reduced 0.26%
3,805 $367,000
Q4 2022

Jan 18, 2023
SELL
$89.09 - $102.13 $1.38 Million - $1.58 Million
-15,500 Reduced 80.25%
3,815 $0
Q2 2022

Aug 10, 2022
BUY
$89.03 - $109.02 $1.39 Million - $1.7 Million
15,561 Added 414.52%
19,315 $2.11 Million
Q1 2022

May 09, 2022
SELL
$102.32 - $116.69 $2.02 Million - $2.31 Million
-19,787 Reduced 84.05%
3,754 $405,000
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $457,506 - $508,472
4,226 Added 21.88%
23,541 $2.7 Million
Q3 2021

Nov 08, 2021
SELL
$104.62 - $113.69 $181,411 - $197,138
-1,734 Reduced 8.24%
19,315 $2.11 Million
Q2 2021

Aug 12, 2021
BUY
$106.38 - $116.3 $22,765 - $24,888
214 Added 1.03%
21,049 $2.38 Million
Q1 2021

May 14, 2021
BUY
$91.04 - $115.01 $57,264 - $72,341
629 Added 3.11%
20,835 $2.32 Million
Q4 2020

Feb 12, 2021
BUY
$71.23 - $92.42 $1.44 Million - $1.87 Million
20,206 New
20,206 $1.86 Million

Others Institutions Holding IJR

# of Institutions
2,565
Shares Held
500M
Call Options Held
1.04M
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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