Archetype Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 121,511 shares of IJR stock, worth $14.2 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
121,511
Previous 116,044 4.71%
Holding current value
$14.2 Million
Previous $12.4 Million 14.83%
% of portfolio
2.06%
Previous 2.0%

Shares

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

Nov 14, 2024
BUY
$105.53 - $118.34 $576,932 - $646,964
5,467 Added 4.71%
121,511 $14.2 Million
Q2 2024

Aug 15, 2024
BUY
$102.13 - $110.88 $1.81 Million - $1.96 Million
17,677 Added 17.97%
116,044 $12.4 Million
Q1 2024

May 14, 2024
BUY
$102.35 - $110.52 $518,402 - $559,783
5,065 Added 5.43%
98,367 $10.9 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $2.96 Million - $3.73 Million
33,830 Added 56.88%
93,302 $10.1 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $156,443 - $177,089
1,684 Added 2.91%
59,472 $5.61 Million
Q2 2023

Aug 14, 2023
BUY
$91.14 - $99.81 $1.84 Million - $2.01 Million
20,135 Added 53.48%
57,788 $5.76 Million
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $1.58 Million - $1.85 Million
17,139 Added 83.55%
37,653 $3.64 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1.27 Million - $1.45 Million
14,207 Added 225.26%
20,514 $1.94 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $283,141 - $346,444
3,253 Added 106.52%
6,307 $550,000
Q2 2022

Aug 15, 2022
BUY
$89.03 - $109.02 $271,897 - $332,947
3,054 New
3,054 $282,000

Others Institutions Holding IJR

# of Institutions
2,705
Shares Held
523M
Call Options Held
947K
Put Options Held
614K
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 Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email