Arbor Trust Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 13,580 shares of IJR stock, worth $1.6 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
13,580
Previous 13,393 1.4%
Holding current value
$1.6 Million
Previous $1.45 Million 3.52%
% of portfolio
0.81%
Previous 0.86%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$102.35 - $110.52 $19,139 - $20,667
187 Added 1.4%
13,580 $1.5 Million
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $8,361 - $9,464
-90 Reduced 0.67%
13,393 $1.26 Million
Q2 2023

Jul 31, 2023
SELL
$91.14 - $99.81 $5,012 - $5,489
-55 Reduced 0.41%
13,483 $1.34 Million
Q1 2023

May 02, 2023
BUY
$92.27 - $107.68 $4,152 - $4,845
45 Added 0.33%
13,538 $1.31 Million
Q4 2022

Jan 31, 2023
BUY
$93.02 - $102.13 $67,904 - $74,554
730 Added 5.72%
13,493 $1.28 Million
Q3 2022

Oct 24, 2022
SELL
$88.85 - $106.5 $31,097 - $37,275
-350 Reduced 2.67%
12,763 $1.12 Million
Q2 2022

Jul 15, 2022
BUY
$89.03 - $109.02 $75,675 - $92,667
850 Added 6.93%
13,113 $1.21 Million
Q1 2022

Apr 25, 2022
SELL
$102.32 - $116.69 $86,972 - $99,186
-850 Reduced 6.48%
12,263 $1.32 Million
Q4 2021

Jan 20, 2022
BUY
$108.26 - $120.32 $44,386 - $49,331
410 Added 3.23%
13,113 $1.5 Million
Q2 2021

Jul 26, 2021
SELL
$106.38 - $116.3 $2,659 - $2,907
-25 Reduced 0.2%
12,703 $1.44 Million
Q1 2021

May 10, 2021
BUY
$91.04 - $115.01 $22,668 - $28,637
249 Added 2.0%
12,728 $1.38 Million
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $6,125 - $7,948
86 Added 0.69%
12,479 $1.15 Million
Q3 2020

Nov 09, 2020
SELL
$65.69 - $75.96 $1,642 - $1,898
-25 Reduced 0.2%
12,393 $870,000
Q2 2020

Aug 05, 2020
SELL
$50.99 - $75.55 $33,653 - $49,863
-660 Reduced 5.05%
12,418 $848,000
Q1 2020

Apr 30, 2020
SELL
$49.11 - $85.52 $785 - $1,368
-16 Reduced 0.12%
13,078 $733,000
Q4 2019

Feb 03, 2020
BUY
$75.05 - $84.14 $982,704 - $1.1 Million
13,094 New
13,094 $1.1 Million

Others Institutions Holding IJR

# of Institutions
2,437
Shares Held
479M
Call Options Held
625K
Put Options Held
577K
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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