A detailed history of Aufman Associates Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aufman Associates Inc holds 3,877 shares of IJR stock, worth $443,102. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,877
Previous 3,869 0.21%
Holding current value
$443,102
Previous $427,000 3.28%
% of portfolio
0.29%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$102.13 - $110.88 $817 - $887
8 Added 0.21%
3,877 $413,000
Q1 2024

May 10, 2024

BUY
$102.35 - $110.52 $716 - $773
7 Added 0.18%
3,869 $427,000
Q4 2023

Feb 14, 2024

SELL
$87.61 - $110.11 $10,951 - $13,763
-125 Reduced 3.14%
3,862 $418,000
Q2 2023

Aug 11, 2023

BUY
$91.14 - $99.81 $729 - $798
8 Added 0.2%
3,987 $397,000
Q4 2022

Feb 08, 2023

BUY
$89.09 - $102.13 $354,489 - $406,375
3,979 New
3,979 $376,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates Inc 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 Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.