A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 239 shares of IJR stock, worth $28,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
239
Previous 239 -0.0%
Holding current value
$28,832
Previous $25,000 8.0%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$87.61 - $110.11 $2,102 - $2,642
-24 Reduced 9.13%
239 $25,000
Q3 2023

Nov 09, 2023

BUY
$92.9 - $105.16 $15,885 - $17,982
171 Added 185.87%
263 $24,000
Q2 2023

Aug 11, 2023

SELL
$91.14 - $99.81 $7,382 - $8,084
-81 Reduced 46.82%
92 $9,000
Q1 2023

May 12, 2023

BUY
$92.27 - $107.68 $15,962 - $18,628
173 New
173 $16,000

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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